GI
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Gradient Investments’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Gradient Investments’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,291
Closed -$102K – 424
2024
Q2 		$102K Sell
5,291
-218
-4% -$4.18K ﹤0.01% 401
2024
Q1 		$106K Buy
5,509
+1,236
+29% +$23.9K ﹤0.01% 354
2023
Q4 		$83.1K Buy
4,273
+648
+18% +$12.3K ﹤0.01% 448
2023
Q3 		$67.9K Buy
3,625
+683
+23% +$12.9K ﹤0.01% 446
2023
Q2 		$56K Buy
2,942
+351
+14% +$6.75K ﹤0.01% 483
2023
Q1 		$50K Sell
2,591
-240
-8% -$4.6K ﹤0.01% 497
2022
Q4 		$53.8K Buy
2,831
+367
+15% +$6.92K ﹤0.01% 488
2022
Q3 		$46K Sell
2,464
-995
-29% -$19.3K ﹤0.01% 491
2022
Q2 		$67K Buy
3,459
+1,027
+42% +$20.1K ﹤0.01% 424
2022
Q1 		$49K Buy
+2,432
New +$50.6K ﹤0.01% 482
2018
Q3 		– Sell
-448
Closed -$9K – 985
2018
Q2 		$9K Buy
+448
New +$8.53K ﹤0.01% 622

Other funds holding BSCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Gradient Investments's BSCR Position: Q3 2024 in Review

Gradient Investments sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q3 2024, closing a stake of 5,291 shares — an estimated $102K sold.

Gradient Investments first reported a position in BSCR in Q2 2018 and held it in 11 quarters. The position peaked at $106K in Q1 2024. 292 funds tracked by Wall St. Rank hold BSCR as of Q3 2024.

  • Gradient Investments reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 5,291 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2024, an estimated $102K.
  • Gradient Investments first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2018 and held it in 11 quarters.
  • Gradient Investments's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $106K in Q1 2024.
  • 292 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.