GI
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Gradient Investments’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Gradient Investments’s Portfolio BSCS Stock Details BSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,560
Closed -$71K – 425
2024
Q2 		$71K Sell
3,560
-221
-6% -$4.4K ﹤0.01% 446
2024
Q1 		$75.9K Buy
3,781
+794
+27% +$16K ﹤0.01% 384
2023
Q4 		$60.6K Buy
+2,987
New +$58.6K ﹤0.01% 507

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Gradient Investments's BSCS Position: Q3 2024 in Review

Gradient Investments sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q3 2024, closing a stake of 3,560 shares — an estimated $71K sold.

Gradient Investments first reported a position in BSCS in Q4 2023 and held it in 3 quarters. The position peaked at $75.9K in Q1 2024. 261 funds tracked by Wall St. Rank hold BSCS as of Q3 2024.

  • Gradient Investments reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 3,560 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2024, an estimated $71K.
  • Gradient Investments first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Gradient Investments's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $75.9K in Q1 2024.
  • 261 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2024.

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