AWE
BSCO

Avidian Wealth Enterprises’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Avidian Wealth Enterprises’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
Q4 		– Sell
-12,424
Closed -$257K – 438
2023
Q3 		$257K Sell
12,424
-7,906
-39% -$163K 0.02% 347
2023
Q2 		$418K Buy
+20,330
New +$419K 0.03% 293
2022
Q2 		– Sell
-10,309
Closed -$217K – 513
2022
Q1 		$217K Buy
10,309
+252
+3% +$5.39K 0.01% 449
2021
Q4 		$220K Buy
+10,057
New +$220K 0.01% 478

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 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

Avidian Wealth Enterprises's BSCO Position: Q4 2023 in Review

Avidian Wealth Enterprises sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2023, closing a stake of 12,424 shares — an estimated $257K sold.

Avidian Wealth Enterprises first reported a position in BSCO in Q4 2021 and held it in 4 quarters. The position peaked at $418K in Q2 2023. 366 funds tracked by Wall St. Rank hold BSCO as of Q4 2023.

  • Avidian Wealth Enterprises reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 12,424 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2023, an estimated $257K.
  • Avidian Wealth Enterprises first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
  • Avidian Wealth Enterprises's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $418K in Q2 2023.
  • 366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2023, filed 6 Feb 2024.