BA
BSCO

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

Boston 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
2019
Q3 		$713K Buy
33,255
+910
+3% +$19.4K 0.04% 421
2019
Q2 		$687K Buy
32,345
+1,323
+4% +$27.6K 0.04% 428
2019
Q1 		$643K Sell
31,022
-324
-1% -$6.6K 0.03% 423
2018
Q4 		$626K Sell
31,346
-880
-3% -$17.5K 0.04% 417
2018
Q3 		$648K Buy
32,226
+3,430
+12% +$69.1K 0.03% 447
2018
Q2 		$578K Sell
28,796
-2,145
-7% -$43K 0.01% 466
2018
Q1 		$627K Buy
30,941
+559
+2% +$11.4K 0.02% 454
2017
Q4 		$635K Buy
30,382
+1,040
+4% +$21.8K 0.01% 457
2017
Q3 		$615K Sell
29,342
-1,242
-4% -$26.1K 0.01% 445
2017
Q2 		$637K Buy
30,584
+2,232
+8% +$46.4K 0.01% 442
2017
Q1 		$583K Buy
28,352
+1,801
+7% +$36.9K 0.01% 436
2016
Q4 		$542K Sell
26,551
-7,501
-22% -$155K 0.01% 462
2016
Q3 		$727K Sell
34,052
-15,131
-31% -$322K 0.02% 421
2016
Q2 		$1.04M Buy
49,183
+35,681
+264% +$743K 0.03% 344
2016
Q1 		$279K Buy
+13,502
New +$270K 0.01% 601

Other funds holding BSCO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Boston Advisors's BSCO Position: Q3 2019 in Review

Boston Advisors increased its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 2.8% in Q3 2019, buying an estimated $19.4K and bringing the position to 33,255 shares worth $713K. The position accounts for 0.04% of the portfolio, ranked #421.

Boston Advisors first reported a position in BSCO in Q1 2016 and has held it in 15 quarters since. The position peaked at $1.04M in Q2 2016. 137 funds tracked by Wall St. Rank hold BSCO as of Q3 2019.

  • Boston Advisors held 33,255 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $713K as of Q3 2019.
  • Boston Advisors bought 910 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2019, an estimated $19.4K.
  • Invesco BulletShares 2024 Corporate Bond ETF made up 0.04% of Boston Advisors's portfolio in Q3 2019, its #421 holding.
  • Boston Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2016 and has held it in 15 quarters since.
  • Boston Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.04M in Q2 2016.
  • 137 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.