APS
BSCO

American Planning Services’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

American Planning Services’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
2024
Q3 		$981K Sell
46,455
-942,675
-95% -$19.9M 0.78% 24
2024
Q2 		$20.8M Buy
989,130
+21,592
+2% +$454K 14.66% 1
2024
Q1 		$20.3M Buy
967,538
+950,861
+5,702% +$19.9M 14.65% 2
2023
Q4 		$348K Buy
+16,677
New +$346K 0.27% 28

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

American Planning Services's BSCO Position: Q3 2024 in Review

American Planning Services reduced its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 95% in Q3 2024, selling an estimated $19.9M and leaving 46,455 shares worth $981K. The position accounts for 0.78% of the portfolio, ranked #24.

American Planning Services first reported a position in BSCO in Q4 2023 and has held it in 4 quarters since. The position peaked at $20.8M in Q2 2024. 354 funds tracked by Wall St. Rank hold BSCO as of Q3 2024.

  • American Planning Services held 46,455 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $981K as of Q3 2024.
  • American Planning Services sold 942,675 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2024, an estimated $19.9M.
  • Invesco BulletShares 2024 Corporate Bond ETF made up 0.78% of American Planning Services's portfolio in Q3 2024, its #24 holding.
  • American Planning Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • American Planning Services's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $20.8M in Q2 2024.
  • 354 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.