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

Center For 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
2023 Q1	–	Sell	-15,227	Closed	-$312K	–	122
2022 Q4	$312K	Sell	15,227 -310	-2%	-$6.33K	0.29%	87
2022 Q3	$317K	Buy	15,537 +62	+0.4%	+$1.28K	0.32%	81
2022 Q2	$321K	Buy	15,475 +5,930	+62%	+$124K	0.3%	78
2022 Q1	$201K	Buy	+9,545	New	+$204K	0.16%	126

Other funds holding BSCO

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Center For Asset Management's BSCO Position: Q1 2023 in Review

Center For Asset Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2023, closing a stake of 15,227 shares — an estimated $312K sold.

Center For Asset Management first reported a position in BSCO in Q1 2022 and held it in 4 quarters. The position peaked at $321K in Q2 2022. 366 funds tracked by Wall St. Rank hold BSCO as of Q1 2023.

Center For Asset Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Center For Asset Management sold 15,227 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2023, an estimated $312K.
Center For Asset Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2022 and held it in 4 quarters.
Center For Asset Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $321K in Q2 2022.
366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2023.

Based on Center For Asset Management's 13F filing for Q1 2023, filed 24 Apr 2023.