Bartlett & Co Wealth Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Bartlett & Co Wealth 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 Q3	–	Sell	-329	Closed	-$6.82K	–	1297
2022 Q2	$6.82K	Buy	+329	New	+$6.87K	﹤0.01%	954

Other funds holding BSCO

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Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $884M AUM 5.86% 1-Year Est. Return

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

Bartlett & Co Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2022, closing a stake of 329 shares — an estimated $6.82K sold.

Bartlett & Co Wealth Management first reported a position in BSCO in Q2 2022 and held it in 1 quarter. The position peaked at $6.82K in Q2 2022. 328 funds tracked by Wall St. Rank hold BSCO as of Q3 2022.

Bartlett & Co Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Bartlett & Co Wealth Management sold 329 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2022, an estimated $6.82K.
Bartlett & Co Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
Bartlett & Co Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $6.82K in Q2 2022.
328 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2022.

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