APC
BSCO

Aspire Private Capital’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Aspire Private Capital’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
2023
Q2 		– Sell
-1,821
Closed -$37.5K – 691
2023
Q1 		$37.5K Buy
1,821
+27
+2% +$555 0.01% 234
2022
Q4 		$36.8K Sell
1,794
-10
-0.6% -$204 0.01% 225
2022
Q3 		$37K Buy
1,804
+23
+1% +$476 0.01% 225
2022
Q2 		$37K Buy
1,781
+760
+74% +$15.9K 0.01% 228
2022
Q1 		$22K Buy
+1,021
New +$21.9K 0.01% 276

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aspire Private Capital's BSCO Position: Q2 2023 in Review

Aspire Private Capital sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2023, closing a stake of 1,821 shares — an estimated $37.5K sold.

Aspire Private Capital first reported a position in BSCO in Q1 2022 and held it in 5 quarters. The position peaked at $37.5K in Q1 2023. 363 funds tracked by Wall St. Rank hold BSCO as of Q2 2023.

  • Aspire Private Capital reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Aspire Private Capital sold 1,821 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2023, an estimated $37.5K.
  • Aspire Private Capital first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2022 and held it in 5 quarters.
  • Aspire Private Capital's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $37.5K in Q1 2023.
  • 363 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2023.

Based on Aspire Private Capital's 13F filing for Q2 2023, filed 24 Jul 2023.