Bradley & Co Private Wealth Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Bradley & Co Private 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
2024 Q2	–	Sell	-485	Closed	-$10.2K	–	188
2024 Q1	$10.2K	Hold	485	–	–	0.01%	121
2023 Q4	$10.1K	Hold	485	–	–	0.01%	124
2023 Q3	$10K	Hold	485	–	–	0.01%	113
2023 Q2	$9.98K	Sell	485 -497	-51%	-$10.2K	0.01%	112
2023 Q1	$20.2K	Hold	982	–	–	0.02%	97
2022 Q4	$20.1K	Hold	982	–	–	0.02%	93
2022 Q3	$20K	Sell	982 -13,960	-93%	-$289K	0.02%	97
2022 Q2	$310K	Hold	14,942	–	–	0.34%	36
2022 Q1	$315K	Buy	14,942 +13,490	+929%	+$289K	0.27%	39
2021 Q4	$32K	Hold	1,452	–	–	0.03%	104
2021 Q3	$32K	Hold	1,452	–	–	0.03%	107
2021 Q2	$32K	Sell	1,452 -316	-18%	-$7.02K	0.03%	115
2021 Q1	$39K	Buy	+1,768	New	+$39.4K	0.04%	105

Other funds holding BSCO

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Bradley & Co Private Wealth Management's BSCO Position: Q2 2024 in Review

Bradley & Co Private Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2024, closing a stake of 485 shares — an estimated $10.2K sold.

Bradley & Co Private Wealth Management first reported a position in BSCO in Q1 2021 and held it in 13 quarters. The position peaked at $315K in Q1 2022. 356 funds tracked by Wall St. Rank hold BSCO as of Q2 2024.

Bradley & Co Private Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 485 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2024, an estimated $10.2K.
Bradley & Co Private Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2021 and held it in 13 quarters.
Bradley & Co Private Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $315K in Q1 2022.
356 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2024.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.