AIM
BSCO

Anchor Investment Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Anchor Investment Management’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
Q2 		– Sell
-917
Closed -$19.2K – 1071
2024
Q1 		$19.2K Sell
917
-693,435
-100% -$14.5M ﹤0.01% 685
2023
Q4 		$14.5M Buy
694,352
+21,415
+3% +$445K 1.66% 7
2023
Q3 		$13.9M Buy
672,937
+7,225
+1% +$149K 1.82% 6
2023
Q2 		$13.7M Buy
665,712
+93,695
+16% +$1.93M 1.75% 6
2023
Q1 		$11.8M Buy
572,017
+56,420
+11% +$1.16M 1.6% 7
2022
Q4 		$10.6M Buy
515,597
+12,782
+3% +$261K 1.51% 8
2022
Q3 		$10.3M Buy
502,815
+24,577
+5% +$509K 1.59% 8
2022
Q2 		$9.92M Buy
478,238
+204,606
+75% +$4.27M 1.44% 10
2022
Q1 		$5.77M Buy
273,632
+18,192
+7% +$389K 0.73% 32
2021
Q4 		$5.58M Buy
255,440
+20,388
+9% +$447K 0.69% 38
2021
Q3 		$5.2M Buy
235,052
+11,921
+5% +$264K 0.72% 35
2021
Q2 		$4.95M Buy
223,131
+18,951
+9% +$421K 0.69% 37
2021
Q1 		$4.53M Buy
204,180
+15,622
+8% +$348K 0.69% 38
2020
Q4 		$4.22M Buy
188,558
+4,311
+2% +$96K 0.76% 35
2020
Q3 		$4.09M Buy
184,247
+11,420
+7% +$254K 0.83% 29
2020
Q2 		$3.81M Buy
172,827
+10,842
+7% +$234K 0.85% 27
2020
Q1 		$3.34M Buy
161,985
+10,717
+7% +$227K 0.86% 26
2019
Q4 		$3.25M Buy
151,268
+3,404
+2% +$72.9K 0.69% 37
2019
Q3 		$3.17M Buy
147,864
+85,600
+137% +$1.83M 0.73% 33
2019
Q2 		$1.32M Buy
62,264
+20,137
+48% +$420K 0.32% 88
2019
Q1 		$873K Buy
42,127
+15,149
+56% +$309K 0.22% 127
2018
Q4 		$539K Buy
26,978
+727
+3% +$14.5K 0.15% 147
2018
Q3 		$528K Buy
26,251
+2,583
+11% +$52K 0.12% 173
2018
Q2 		$475K Buy
23,668
+1,356
+6% +$27.2K 0.12% 180
2018
Q1 		$452K Buy
22,312
+13,108
+142% +$268K 0.12% 184
2017
Q4 		$192K Buy
9,204
+4,330
+89% +$90.7K 0.05% 293
2017
Q3 		$102K Buy
+4,874
New +$102K 0.03% 351

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Anchor Investment Management's BSCO Position: Q2 2024 in Review

Anchor Investment Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2024, closing a stake of 917 shares — an estimated $19.2K sold.

Anchor Investment Management first reported a position in BSCO in Q3 2017 and held it in 27 quarters. The position peaked at $14.5M in Q4 2023. 356 funds tracked by Wall St. Rank hold BSCO as of Q2 2024.

  • Anchor Investment Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Anchor Investment Management sold 917 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2024, an estimated $19.2K.
  • Anchor Investment Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2017 and held it in 27 quarters.
  • Anchor Investment Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $14.5M in Q4 2023.
  • 356 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2024.

Based on Anchor Investment Management's 13F filing for Q2 2024, filed 20 Sep 2024.