BAM
BSCO

Bruderman Asset Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Bruderman Asset 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
2022
Q1 		– Sell
-17,767
Closed -$387K – 104
2021
Q4 		$387K Sell
17,767
-137,797
-89% -$3.02M 0.3% 68
2021
Q3 		$3.44M Buy
+155,564
New +$3.45M 0.86% 38
2021
Q2 		– Sell
-141,346
Closed -$3.13M – 122
2021
Q1 		$3.13M Sell
141,346
-19,823
-12% -$442K 0.87% 38
2020
Q4 		$3.61M Buy
161,169
+27,347
+20% +$609K 1.05% 34
2020
Q3 		$2.97M Buy
133,822
+1,868
+1% +$41.5K 0.97% 35
2020
Q2 		$2.92M Buy
131,954
+24,716
+23% +$534K 0.97% 37
2020
Q1 		$2.19M Buy
107,238
+38,425
+56% +$816K 0.87% 38
2019
Q4 		$1.48M Buy
68,813
+9,128
+15% +$196K 0.46% 56
2019
Q3 		$1.27M Buy
59,685
+36,699
+160% +$783K 0.32% 64
2019
Q2 		$488K Buy
22,986
+16,943
+280% +$354K 0.12% 81
2019
Q1 		$125K Buy
+6,043
New +$123K 0.03% 166

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OA
Oakhurst Advisors Los Angeles, California $21.3M AUM 8.8% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Bruderman Asset Management's BSCO Position: Q1 2022 in Review

Bruderman Asset Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2022, closing a stake of 17,767 shares — an estimated $387K sold.

Bruderman Asset Management first reported a position in BSCO in Q1 2019 and held it in 11 quarters. The position peaked at $3.61M in Q4 2020. 297 funds tracked by Wall St. Rank hold BSCO as of Q1 2022.

  • Bruderman Asset Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Bruderman Asset Management sold 17,767 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2022, an estimated $387K.
  • Bruderman Asset Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2019 and held it in 11 quarters.
  • Bruderman Asset Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $3.61M in Q4 2020.
  • 297 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2022.

Based on Bruderman Asset Management's 13F filing for Q1 2022, filed 13 May 2022.