CASC
BSCO

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

Coppell Advisory Solutions 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
2023
Q1 		– Sell
-3,871
Closed -$79.3K – 1141
2022
Q4 		$79.3K Buy
+3,871
New +$79.1K 0.03% 242

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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
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

Coppell Advisory Solutions Corp's BSCO Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2023, closing a stake of 3,871 shares — an estimated $79.3K sold.

Coppell Advisory Solutions Corp first reported a position in BSCO in Q4 2022 and held it in 1 quarter. The position peaked at $79.3K in Q4 2022. 366 funds tracked by Wall St. Rank hold BSCO as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 3,871 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2023, an estimated $79.3K.
  • Coppell Advisory Solutions Corp first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $79.3K in Q4 2022.
  • 366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.