B
BSCO

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

Bridgeworth’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 		$309K Hold
14,777
– – 0.03% 138
2023
Q3 		$305K Hold
14,777
– – 0.03% 127
2023
Q2 		$304K Hold
14,777
– – 0.03% 133
2023
Q1 		$304K Hold
14,777
– – 0.04% 125
2022
Q4 		$303K Buy
+14,777
New +$302K 0.05% 122

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

Bridgeworth's BSCO Position: Q4 2023 in Review

Bridgeworth held its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) position steady in Q4 2023 at 14,777 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #138.

Bridgeworth first reported a position in BSCO in Q4 2022 and has held it in 5 quarters since. 366 funds tracked by Wall St. Rank hold BSCO as of Q4 2023.

  • Bridgeworth held 14,777 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $309K as of Q4 2023.
  • Bridgeworth left its Invesco BulletShares 2024 Corporate Bond ETF share count unchanged in Q4 2023.
  • Invesco BulletShares 2024 Corporate Bond ETF made up 0.03% of Bridgeworth's portfolio in Q4 2023, its #138 holding.
  • Bridgeworth first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and has held it in 5 quarters since.
  • 366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.