GI
BSDE

Gradient Investments’s Invesco BulletShares 2024 USD Emerging Markets Debt ETF BSDE Stock Holding History

Gradient Investments’s Portfolio BSDE Stock Details BSDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,216
Closed -$53.3K – 1669
2022
Q4 		$53.3K Sell
2,216
-233,094
-99% -$5.58M ﹤0.01% 491
2022
Q3 		$5.59M Sell
235,310
-40,995
-15% -$989K 0.17% 136
2022
Q2 		$6.68M Sell
276,305
-522,984
-65% -$12.9M 0.2% 124
2022
Q1 		$20M Buy
799,289
+729,994
+1,053% +$18.5M 0.51% 41
2021
Q4 		$1.79M Sell
69,295
-9,857
-12% -$255K 0.05% 158
2021
Q3 		$2.06M Sell
79,152
-8,960
-10% -$235K 0.06% 159
2021
Q2 		$2.32M Sell
88,112
-11,329
-11% -$298K 0.07% 160
2021
Q1 		$2.6M Buy
+99,441
New +$2.61M 0.08% 158

Other funds holding BSDE

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
NSG
Nalls Sherbakoff Group Knoxville, Tennessee $141M AUM 25.05% 1-Year Est. Return

Gradient Investments's BSDE Position: Q1 2023 in Review

Gradient Investments sold out of Invesco BulletShares 2024 USD Emerging Markets Debt ETF (BSDE) in Q1 2023, closing a stake of 2,216 shares — an estimated $53.3K sold.

Gradient Investments first reported a position in BSDE in Q1 2021 and held it in 8 quarters. The position peaked at $20M in Q1 2022. 3 funds tracked by Wall St. Rank hold BSDE as of Q1 2023.

  • Gradient Investments reported no remaining Invesco BulletShares 2024 USD Emerging Markets Debt ETF position as of Q1 2023 after selling out during the quarter.
  • Gradient Investments sold 2,216 Invesco BulletShares 2024 USD Emerging Markets Debt ETF shares in Q1 2023, an estimated $53.3K.
  • Gradient Investments first reported a position in Invesco BulletShares 2024 USD Emerging Markets Debt ETF in Q1 2021 and held it in 8 quarters.
  • Gradient Investments's Invesco BulletShares 2024 USD Emerging Markets Debt ETF position peaked at $20M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2024 USD Emerging Markets Debt ETF as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.