BFA
BSCO

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

Brown 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
-1,007
Closed -$21.2K – 227
2024
Q2 		$21.2K Buy
+1,007
New +$21.2K 0.01% 163

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

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

Brown Financial Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2024, closing a stake of 1,007 shares — an estimated $21.2K sold.

Brown Financial Advisors first reported a position in BSCO in Q2 2024 and held it in 1 quarter. The position peaked at $21.2K in Q2 2024. 354 funds tracked by Wall St. Rank hold BSCO as of Q3 2024.

  • Brown Financial Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Brown Financial Advisors sold 1,007 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2024, an estimated $21.2K.
  • Brown Financial Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Brown Financial Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $21.2K in Q2 2024.
  • 354 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2024.

Based on Brown Financial Advisors's 13F filing for Q3 2024, filed 18 Nov 2024.