Advisor Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Advisor Group’s Portfolio BSCO Stock Details BSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$822K	Buy	38,288 +13,751	+56%	+$295K	0.01%	1338
2019 Q3	$525K	Sell	24,537 -14,279	-37%	-$305K	﹤0.01%	1587
2019 Q2	$825K	Buy	38,816 +8,483	+28%	+$177K	0.01%	1256
2019 Q1	$628K	Buy	30,333 +16,356	+117%	+$333K	0.01%	1433
2018 Q4	$280K	Buy	13,977 +8,369	+149%	+$167K	﹤0.01%	1841
2018 Q3	$113K	Buy	5,608 +2,355	+72%	+$47.4K	﹤0.01%	2669
2018 Q2	$65K	Buy	3,253 +379	+13%	+$7.61K	﹤0.01%	2879
2018 Q1	$58K	Buy	2,874 +873	+44%	+$17.9K	﹤0.01%	2952
2017 Q4	$42K	Sell	2,001 -531	-21%	-$11.1K	﹤0.01%	3211
2017 Q3	$53K	Buy	2,532 +845	+50%	+$17.7K	﹤0.01%	2897
2017 Q2	$35K	Buy	1,687 +1,145	+211%	+$23.8K	﹤0.01%	3098
2017 Q1	$11K	Buy	+542	New	+$11.1K	﹤0.01%	3747
2016 Q4	–	Sell	-152	Closed	-$3K	–	4645
2016 Q3	$3K	Buy	152 +1	+0.7%	+$21	﹤0.01%	4092
2016 Q2	$3K	Buy	+151	New	+$3.15K	﹤0.01%	4012

Other funds holding BSCO

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisor Group's BSCO Position: Q4 2019 in Review

Advisor Group increased its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 56% in Q4 2019, buying an estimated $295K and bringing the position to 38,288 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #1338.

Advisor Group first reported a position in BSCO in Q2 2016 and has held it in 14 quarters since. The position peaked at $825K in Q2 2019. 165 funds tracked by Wall St. Rank hold BSCO as of Q4 2019.

Advisor Group held 38,288 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $822K as of Q4 2019.
Advisor Group bought 13,751 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2019, an estimated $295K.
Invesco BulletShares 2024 Corporate Bond ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1338 holding.
Advisor Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2016 and has held it in 14 quarters since.
Advisor Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $825K in Q2 2019.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.