BCWM
BSCE

Bartlett & Co Wealth Management’s Invesco BulletShares 2023 USD Emerging Markets Debt ETF BSCE Stock Holding History

Bartlett & Co Wealth Management’s Portfolio BSCE Stock Details BSCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-707
Closed -$16.4K – 1304
2022
Q2 		$16.4K Buy
+707
New +$16.5K ﹤0.01% 770

Other funds holding BSCE

GI
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Bartlett & Co Wealth Management's BSCE Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Invesco BulletShares 2023 USD Emerging Markets Debt ETF (BSCE) in Q3 2022, closing a stake of 707 shares — an estimated $16.4K sold.

Bartlett & Co Wealth Management first reported a position in BSCE in Q2 2022 and held it in 1 quarter. The position peaked at $16.4K in Q2 2022. 16 funds tracked by Wall St. Rank hold BSCE as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Invesco BulletShares 2023 USD Emerging Markets Debt ETF position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 707 Invesco BulletShares 2023 USD Emerging Markets Debt ETF shares in Q3 2022, an estimated $16.4K.
  • Bartlett & Co Wealth Management first reported a position in Invesco BulletShares 2023 USD Emerging Markets Debt ETF in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Invesco BulletShares 2023 USD Emerging Markets Debt ETF position peaked at $16.4K in Q2 2022.
  • 16 funds tracked by Wall St. Rank held Invesco BulletShares 2023 USD Emerging Markets Debt ETF as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.