CA
BSCO

Cetera Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Cetera Advisors’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 		$2.39M Buy
114,041
+48,541
+74% +$1.02M 0.02% 732
2023
Q4 		$1.37M Buy
65,500
+42,748
+188% +$888K 0.02% 648
2023
Q3 		$470K Sell
22,752
-10,034
-31% -$207K 0.01% 1101
2023
Q2 		$674K Sell
32,786
-30,213
-48% -$622K 0.01% 899
2023
Q1 		$1.3M Sell
62,999
-2,040
-3% -$41.9K 0.02% 597
2022
Q4 		$1.33M Buy
65,039
+14,351
+28% +$293K 0.02% 561
2022
Q3 		$1.03M Buy
50,688
+5,306
+12% +$110K 0.03% 517
2022
Q2 		$941K Sell
45,382
-10,010
-18% -$209K 0.02% 592
2022
Q1 		$1.17M Sell
55,392
-2,807
-5% -$60.1K 0.02% 561
2021
Q4 		$1.27M Sell
58,199
-2,854
-5% -$62.6K 0.03% 518
2021
Q3 		$1.35M Buy
61,053
+31,321
+105% +$694K 0.03% 515
2021
Q2 		$660K Buy
29,732
+3,917
+15% +$87.1K 0.02% 699
2021
Q1 		$572K Buy
25,815
+4,283
+20% +$95.5K 0.02% 687
2020
Q4 		$482K Sell
21,532
-2,031
-9% -$45.2K 0.02% 654
2020
Q3 		$523K Buy
23,563
+9,862
+72% +$219K 0.02% 544
2020
Q2 		$302K Buy
+13,701
New +$296K 0.01% 703
2019
Q2 		– Sell
-2,876
Closed -$59K – 1306
2019
Q1 		$59K Buy
+2,876
New +$58.6K ﹤0.01% 955

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
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 $1.43B AUM 22.07% 1-Year Est. Return

Cetera Advisors's BSCO Position: Q1 2024 in Review

Cetera Advisors increased its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 74% in Q1 2024, buying an estimated $1.02M and bringing the position to 114,041 shares worth $2.39M. The position accounts for 0.02% of the portfolio, ranked #732.

Cetera Advisors first reported a position in BSCO in Q1 2019 and has held it in 17 quarters since. 360 funds tracked by Wall St. Rank hold BSCO as of Q1 2024.

  • Cetera Advisors held 114,041 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $2.39M as of Q1 2024.
  • Cetera Advisors bought 48,541 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2024, an estimated $1.02M.
  • Invesco BulletShares 2024 Corporate Bond ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #732 holding.
  • Cetera Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2019 and has held it in 17 quarters since.
  • 360 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.