BCWM
BSDE

Bartlett & Co Wealth Management’s Invesco BulletShares 2024 USD Emerging Markets Debt ETF BSDE Stock Holding History

Bartlett & Co Wealth Management’s Portfolio BSDE Stock Details BSDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-673
Closed -$16.3K – 1303
2022
Q2 		$16.3K Buy
+673
New +$16.6K ﹤0.01% 773

Other funds holding BSDE

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

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

Bartlett & Co Wealth Management sold out of Invesco BulletShares 2024 USD Emerging Markets Debt ETF (BSDE) in Q3 2022, closing a stake of 673 shares — an estimated $16.3K sold.

Bartlett & Co Wealth Management first reported a position in BSDE in Q2 2022 and held it in 1 quarter. The position peaked at $16.3K in Q2 2022. 15 funds tracked by Wall St. Rank hold BSDE as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Invesco BulletShares 2024 USD Emerging Markets Debt ETF position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 673 Invesco BulletShares 2024 USD Emerging Markets Debt ETF shares in Q3 2022, an estimated $16.3K.
  • Bartlett & Co Wealth Management first reported a position in Invesco BulletShares 2024 USD Emerging Markets Debt ETF in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Invesco BulletShares 2024 USD Emerging Markets Debt ETF position peaked at $16.3K in Q2 2022.
  • 15 funds tracked by Wall St. Rank held Invesco BulletShares 2024 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.