BC
BSCO

Belmont Capital’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Belmont Capital’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
2023
Q4 		– Sell
-50,270
Closed -$1.04M – 180
2023
Q3 		$1.04M Hold
50,270
– – 0.56% 24
2023
Q2 		$1.03M Hold
50,270
– – 0.58% 23
2023
Q1 		$1.04M Buy
+50,270
New +$1.03M 0.86% 14

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Belmont Capital's BSCO Position: Q4 2023 in Review

Belmont Capital sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2023, closing a stake of 50,270 shares — an estimated $1.04M sold.

Belmont Capital first reported a position in BSCO in Q1 2023 and held it in 3 quarters. The position peaked at $1.04M in Q3 2023. 366 funds tracked by Wall St. Rank hold BSCO as of Q4 2023.

  • Belmont Capital reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Belmont Capital sold 50,270 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2023, an estimated $1.04M.
  • Belmont Capital first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
  • Belmont Capital's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.04M in Q3 2023.
  • 366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2023.

Based on Belmont Capital's 13F filing for Q4 2023, filed 13 Feb 2024.