AWS
BSCO

Atria Wealth Solutions’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-514,278
Closed -$10.9M – 2120
2024
Q3 		$10.9M Sell
514,278
-4,211
-0.8% -$88.9K 0.12% 180
2024
Q2 		$10.9M Buy
518,489
+6,541
+1% +$138K 0.12% 176
2024
Q1 		$10.7M Buy
511,948
+22,157
+5% +$464K 0.12% 183
2023
Q4 		$10.2M Buy
489,791
+57,000
+13% +$1.18M 0.13% 166
2023
Q3 		$8.95M Sell
432,791
-218,778
-34% -$4.52M 0.13% 173
2023
Q2 		$13.4M Buy
651,569
+6,969
+1% +$144K 0.18% 121
2023
Q1 		$13.3M Buy
644,600
+181,261
+39% +$3.73M 0.2% 116
2022
Q4 		$9.49M Buy
463,339
+77,936
+20% +$1.59M 0.15% 144
2022
Q3 		$7.86M Buy
385,403
+14,795
+4% +$306K 0.14% 156
2022
Q2 		$7.69M Buy
370,608
+170,046
+85% +$3.55M 0.15% 152
2022
Q1 		$4.22M Buy
+200,562
New +$4.29M 0.07% 286

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return