BAM
BSCO

Baldrige Asset Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Baldrige Asset 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
2022
Q1 		– Sell
-943
Closed -$21K – 347
2021
Q4 		$21K Hold
943
– – 0.01% 234
2021
Q3 		$21K Hold
943
– – 0.01% 233
2021
Q2 		$21K Buy
+943
New +$21K 0.01% 236

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OA
Oakhurst Advisors Los Angeles, California $21.3M AUM 8.8% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Baldrige Asset Management's BSCO Position: Q1 2022 in Review

Baldrige Asset Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2022, closing a stake of 943 shares — an estimated $21K sold.

Baldrige Asset Management first reported a position in BSCO in Q2 2021 and held it in 3 quarters. The position peaked at $21K in Q4 2021. 297 funds tracked by Wall St. Rank hold BSCO as of Q1 2022.

  • Baldrige Asset Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Baldrige Asset Management sold 943 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2022, an estimated $21K.
  • Baldrige Asset Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2021 and held it in 3 quarters.
  • Baldrige Asset Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $21K in Q4 2021.
  • 297 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2022.

Based on Baldrige Asset Management's 13F filing for Q1 2022, filed 26 Apr 2022.