Beaird Harris Wealth Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Beaird Harris 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	-2,931	Closed	-$61K	–	540
2022 Q2	$61K	Sell	2,931 -505	-15%	-$10.5K	0.02%	126
2022 Q1	$72K	Hold	3,436	–	–	0.03%	160
2021 Q4	$75K	Buy	+3,436	New	+$75.3K	0.03%	193

Other funds holding BSCO

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Beaird Harris Wealth Management's BSCO Position: Q3 2022 in Review

Beaird Harris Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2022, closing a stake of 2,931 shares — an estimated $61K sold.

Beaird Harris Wealth Management first reported a position in BSCO in Q4 2021 and held it in 3 quarters. The position peaked at $75K in Q4 2021. 328 funds tracked by Wall St. Rank hold BSCO as of Q3 2022.

Beaird Harris Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Beaird Harris Wealth Management sold 2,931 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2022, an estimated $61K.
Beaird Harris Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
Beaird Harris Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $75K in Q4 2021.
328 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.