BFA
BSCO

Beaumont Financial Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Beaumont Financial Advisors’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
2024
Q3 		– Sell
-14,503
Closed -$305K – 379
2024
Q2 		$305K Sell
14,503
-489
-3% -$10.3K 0.02% 273
2024
Q1 		$314K Sell
14,992
-57,538
-79% -$1.2M 0.03% 268
2023
Q4 		$1.51M Sell
72,530
-7,118
-9% -$148K 0.14% 105
2023
Q3 		$1.65M Sell
79,648
-5,239
-6% -$108K 0.16% 91
2023
Q2 		$1.75M Sell
84,887
-3,178
-4% -$65.5K 0.16% 97
2023
Q1 		$1.81M Sell
88,065
-8,694
-9% -$179K 0.18% 83
2022
Q4 		$1.98M Sell
96,759
-1,309
-1% -$26.7K 0.2% 71
2022
Q3 		$2M Sell
98,068
-2,903
-3% -$60.1K 0.19% 69
2022
Q2 		$2.09M Sell
100,971
-7,684
-7% -$160K 0.19% 77
2022
Q1 		$2.29M Sell
108,655
-1,412
-1% -$30.2K 0.17% 101
2021
Q4 		$2.4M Sell
110,067
-9,741
-8% -$214K 0.17% 88
2021
Q3 		$2.65M Sell
119,808
-7,035
-6% -$156K 0.2% 81
2021
Q2 		$2.81M Sell
126,843
-2,748
-2% -$61.1K 0.21% 76
2021
Q1 		$2.87M Sell
129,591
-228,970
-64% -$5.1M 0.24% 79
2020
Q4 		$8.03M Sell
358,561
-95,205
-21% -$2.12M 0.71% 49
2020
Q3 		$10.1M Buy
453,766
+51,130
+13% +$1.14M 0.96% 28
2020
Q2 		$8.87M Buy
402,636
+65,220
+19% +$1.41M 0.93% 36
2020
Q1 		$6.97M Buy
337,416
+3,502
+1% +$74.3K 0.88% 33
2019
Q4 		$7.17M Buy
333,914
+70,771
+27% +$1.52M 0.71% 46
2019
Q3 		$5.64M Buy
263,143
+187,376
+247% +$4M 0.56% 50
2019
Q2 		$1.61M Buy
+75,767
New +$1.58M 0.17% 98

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Beaumont Financial Advisors's BSCO Position: Q3 2024 in Review

Beaumont Financial Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2024, closing a stake of 14,503 shares — an estimated $305K sold.

Beaumont Financial Advisors first reported a position in BSCO in Q2 2019 and held it in 21 quarters. The position peaked at $10.1M in Q3 2020. 354 funds tracked by Wall St. Rank hold BSCO as of Q3 2024.

  • Beaumont Financial Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Beaumont Financial Advisors sold 14,503 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2024, an estimated $305K.
  • Beaumont Financial Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2019 and held it in 21 quarters.
  • Beaumont Financial Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $10.1M in Q3 2020.
  • 354 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2024.

Based on Beaumont Financial Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.