BC
BSCO

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

Bartlett & Co’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 -$7K – 1289
2022
Q2 		$7K Buy
+329
New +$6.87K ﹤0.01% 962

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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's BSCO Position: Q3 2022 in Review

Bartlett & Co sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2022, closing a stake of 329 shares — an estimated $7K sold.

Bartlett & Co first reported a position in BSCO in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 328 funds tracked by Wall St. Rank hold BSCO as of Q3 2022.

  • Bartlett & Co reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co sold 329 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2022, an estimated $7K.
  • Bartlett & Co first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $7K 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's 13F filing for Q3 2022, filed 17 Oct 2022.