CFS
BSCO

Coordinated Financial Services’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Coordinated Financial Services’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
Q2 		$735K Sell
34,884
-1,218
-3% -$25.6K 0.63% 44
2024
Q1 		$757K Buy
+36,102
New +$756K 0.66% 40

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Coordinated Financial Services's BSCO Position: Q2 2024 in Review

Coordinated Financial Services reduced its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 3.4% in Q2 2024, selling an estimated $25.6K and leaving 34,884 shares worth $735K. The position accounts for 0.63% of the portfolio, ranked #44.

Coordinated Financial Services first reported a position in BSCO in Q1 2024 and has held it in 2 quarters since. The position peaked at $757K in Q1 2024. 356 funds tracked by Wall St. Rank hold BSCO as of Q2 2024.

  • Coordinated Financial Services held 34,884 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $735K as of Q2 2024.
  • Coordinated Financial Services sold 1,218 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2024, an estimated $25.6K.
  • Invesco BulletShares 2024 Corporate Bond ETF made up 0.63% of Coordinated Financial Services's portfolio in Q2 2024, its #44 holding.
  • Coordinated Financial Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2024 and has held it in 2 quarters since.
  • Coordinated Financial Services's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $757K in Q1 2024.
  • 356 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2024.

Based on Coordinated Financial Services's 13F filing for Q2 2024, filed 22 Jul 2024.