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Summit Investment Advisory Services’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Summit Investment Advisory Services’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
-31,947
Closed -$614K – 76
2024
Q2 		$614K Buy
+31,947
New +$613K 0.72% 23

Other funds holding BSCR

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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

Summit Investment Advisory Services's BSCR Position: Q3 2024 in Review

Summit Investment Advisory Services sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q3 2024, closing a stake of 31,947 shares — an estimated $614K sold.

Summit Investment Advisory Services first reported a position in BSCR in Q2 2024 and held it in 1 quarter. The position peaked at $614K in Q2 2024. 292 funds tracked by Wall St. Rank hold BSCR as of Q3 2024.

  • Summit Investment Advisory Services reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Investment Advisory Services sold 31,947 Invesco BulletShares 2027 Corporate Bond ETF shares in Q3 2024, an estimated $614K.
  • Summit Investment Advisory Services first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Summit Investment Advisory Services's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $614K in Q2 2024.
  • 292 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q3 2024.

Based on Summit Investment Advisory Services's 13F filing for Q3 2024, filed 16 Oct 2024.