Atlas Private Wealth Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q4	–	Sell	-1,207	Closed	-$27K	–	734
2021 Q3	$27K	Hold	1,207	–	–	0.01%	306
2021 Q2	$27K	Hold	1,207	–	–	0.01%	311
2021 Q1	$27K	Sell	1,207 -1,461	-55%	-$32.6K	0.02%	321
2020 Q4	$60K	Hold	2,668	–	–	0.04%	201
2020 Q3	$59K	Hold	2,668	–	–	0.05%	188
2020 Q2	$59K	Buy	+2,668	New	+$57.7K	0.05%	187

Other funds holding BSCO

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

FFW

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

BCM

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

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Atlas Private Wealth Advisors's BSCO Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2021, closing a stake of 1,207 shares — an estimated $27K sold.

Atlas Private Wealth Advisors first reported a position in BSCO in Q2 2020 and held it in 6 quarters. The position peaked at $60K in Q4 2020. 261 funds tracked by Wall St. Rank hold BSCO as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,207 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2021, an estimated $27K.
Atlas Private Wealth Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $60K in Q4 2020.
261 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.