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Summit Investment Advisory Services’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Summit Investment Advisory Services’s Portfolio BSCT Stock Details BSCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-22,046
Closed -$400K – 78
2024
Q2 		$400K Buy
+22,046
New +$399K 0.47% 34

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RJA
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ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Summit Investment Advisory Services sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q3 2024, closing a stake of 22,046 shares — an estimated $400K sold.

Summit Investment Advisory Services first reported a position in BSCT in Q2 2024 and held it in 1 quarter. The position peaked at $400K in Q2 2024. 186 funds tracked by Wall St. Rank hold BSCT as of Q3 2024.

  • Summit Investment Advisory Services reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Investment Advisory Services sold 22,046 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2024, an estimated $400K.
  • Summit Investment Advisory Services first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Summit Investment Advisory Services's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $400K in Q2 2024.
  • 186 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2024.

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