CAS
BSCO

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

Coppell Advisory Solutions’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
Q4 		– Sell
-3,871
Closed -$79.3K – 1888
2023
Q3 		$79.3K Sell
3,871
-56
-1% -$1.16K 0.03% 238
2023
Q2 		$80.7K Buy
+3,927
New +$80.9K 0.02% 293
2023
Q1 		– Sell
-3,871
Closed -$79.3K – 1141
2022
Q4 		$79.3K Buy
+3,871
New +$79.1K 0.03% 242

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Coppell Advisory Solutions's BSCO Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2023, closing a stake of 3,871 shares — an estimated $79.3K sold.

Coppell Advisory Solutions first reported a position in BSCO in Q4 2022 and held it in 3 quarters. The position peaked at $80.7K in Q2 2023. 366 funds tracked by Wall St. Rank hold BSCO as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 3,871 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2023, an estimated $79.3K.
  • Coppell Advisory Solutions first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
  • Coppell Advisory Solutions's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $80.7K in Q2 2023.
  • 366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.