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Summit Investment Advisory Services’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Summit Investment Advisory Services’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
-23,982
Closed -$478K – 77
2024
Q2 		$478K Buy
+23,982
New +$478K 0.56% 30

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Wells Fargo
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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

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

Summit Investment Advisory Services sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q3 2024, closing a stake of 23,982 shares — an estimated $478K sold.

Summit Investment Advisory Services first reported a position in BSCS in Q2 2024 and held it in 1 quarter. The position peaked at $478K in Q2 2024. 261 funds tracked by Wall St. Rank hold BSCS as of Q3 2024.

  • Summit Investment Advisory Services reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Investment Advisory Services sold 23,982 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2024, an estimated $478K.
  • Summit Investment Advisory Services first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Summit Investment Advisory Services's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $478K in Q2 2024.
  • 261 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2024.

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