BSW
BSCO

Buckingham Strategic Wealth’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Buckingham Strategic Wealth’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
2018
Q3 		– Sell
-14,250
Closed -$286K – 377
2018
Q2 		$286K Sell
14,250
-1,483
-9% -$29.8K 0.05% 268
2018
Q1 		$319K Buy
+15,733
New +$322K 0.06% 232

Other funds holding BSCO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Buckingham Strategic Wealth's BSCO Position: Q3 2018 in Review

Buckingham Strategic Wealth sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2018, closing a stake of 14,250 shares — an estimated $286K sold.

Buckingham Strategic Wealth first reported a position in BSCO in Q1 2018 and held it in 2 quarters. The position peaked at $319K in Q1 2018. 78 funds tracked by Wall St. Rank hold BSCO as of Q3 2018.

  • Buckingham Strategic Wealth reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 14,250 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2018, an estimated $286K.
  • Buckingham Strategic Wealth first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2018 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $319K in Q1 2018.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2018.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2018, filed 2 Nov 2018.