Certified Advisory Corp’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Certified Advisory Corp’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 Q1	–	Sell	-197,305	Closed	-$4.12M	–	280
2023 Q4	$4.12M	Sell	197,305 -6,554	-3%	-$136K	0.63%	52
2023 Q3	$4.21M	Sell	203,859 -15,101	-7%	-$312K	0.77%	40
2023 Q2	$4.5M	Sell	218,960 -11,335	-5%	-$234K	0.83%	32
2023 Q1	$4.74M	Buy	230,295 +15,662	+7%	+$322K	0.84%	26
2022 Q4	$4.4M	Sell	214,633 -53,105	-20%	-$1.08M	0.87%	28
2022 Q3	$5.46M	Buy	267,738 +227,228	+561%	+$4.7M	1.25%	17
2022 Q2	$840K	Buy	+40,510	New	+$845K	0.19%	124

Other funds holding BSCO

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Certified Advisory Corp's BSCO Position: Q1 2024 in Review

Certified Advisory Corp sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2024, closing a stake of 197,305 shares — an estimated $4.12M sold.

Certified Advisory Corp first reported a position in BSCO in Q2 2022 and held it in 7 quarters. The position peaked at $5.46M in Q3 2022. 360 funds tracked by Wall St. Rank hold BSCO as of Q1 2024.

Certified Advisory Corp reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Certified Advisory Corp sold 197,305 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2024, an estimated $4.12M.
Certified Advisory Corp first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2022 and held it in 7 quarters.
Certified Advisory Corp's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $5.46M in Q3 2022.
360 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2024.

Based on Certified Advisory Corp's 13F filing for Q1 2024, filed 10 May 2024.