CHA
BSCO

Carmichael Hill & Associates’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Carmichael Hill & Associates’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
Q2 		– Sell
-707
Closed -$14.6K – 819
2023
Q1 		$14.6K Hold
707
– – 0.01% 496
2022
Q4 		$14.5K Hold
707
– – 0.01% 503
2022
Q3 		$14K Buy
+707
New +$14.6K 0.01% 523

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carmichael Hill & Associates's BSCO Position: Q2 2023 in Review

Carmichael Hill & Associates sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2023, closing a stake of 707 shares — an estimated $14.6K sold.

Carmichael Hill & Associates first reported a position in BSCO in Q3 2022 and held it in 3 quarters. The position peaked at $14.6K in Q1 2023. 363 funds tracked by Wall St. Rank hold BSCO as of Q2 2023.

  • Carmichael Hill & Associates reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Carmichael Hill & Associates sold 707 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2023, an estimated $14.6K.
  • Carmichael Hill & Associates first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
  • Carmichael Hill & Associates's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $14.6K in Q1 2023.
  • 363 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2023.

Based on Carmichael Hill & Associates's 13F filing for Q2 2023, filed 4 Aug 2023.