CWM
BSCO

CMH Wealth Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

CMH Wealth 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
2017
Q3 		– Sell
-23,550
Closed -$491K – 52
2017
Q2 		$491K Buy
23,550
+32
+0.1% +$665 0.39% 45
2017
Q1 		$488K Buy
+23,518
New +$481K 0.38% 46

Other funds holding BSCO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 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
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
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

CMH Wealth Management's BSCO Position: Q3 2017 in Review

CMH Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2017, closing a stake of 23,550 shares — an estimated $491K sold.

CMH Wealth Management first reported a position in BSCO in Q1 2017 and held it in 2 quarters. The position peaked at $491K in Q2 2017. 57 funds tracked by Wall St. Rank hold BSCO as of Q3 2017.

  • CMH Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • CMH Wealth Management sold 23,550 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2017, an estimated $491K.
  • CMH Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2017 and held it in 2 quarters.
  • CMH Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $491K in Q2 2017.
  • 57 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2017.

Based on CMH Wealth Management's 13F filing for Q3 2017, filed 19 Oct 2017.