CPG
BSCO

Cornerstone Planning Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Cornerstone Planning Group’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
-21
Closed -$434 – 1038
2023
Q3 		$434 Buy
+21
New +$434 ﹤0.01% 910

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

Cornerstone Planning Group's BSCO Position: Q4 2023 in Review

Cornerstone Planning Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2023, closing a stake of 21 shares — an estimated $434 sold.

Cornerstone Planning Group first reported a position in BSCO in Q3 2023 and held it in 1 quarter. The position peaked at $434 in Q3 2023. 366 funds tracked by Wall St. Rank hold BSCO as of Q4 2023.

  • Cornerstone Planning Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 21 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2023, an estimated $434.
  • Cornerstone Planning Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Cornerstone Planning Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $434 in Q3 2023.
  • 366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2023.

Based on Cornerstone Planning Group's 13F filing for Q4 2023, filed 12 Feb 2024.