Coulter & Justus Financial Services’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Coulter & Justus 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
2022 Q4	–	Sell	-13,332	Closed	-$272K	–	54
2022 Q3	$272K	Hold	13,332	–	–	0.21%	37
2022 Q2	$277K	Buy	+13,332	New	+$278K	0.22%	38
2022 Q1	–	Sell	-14,747	Closed	-$322K	–	57
2021 Q4	$322K	Buy	+14,747	New	+$323K	0.25%	38

Other funds holding BSCO

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Coulter & Justus Financial Services's BSCO Position: Q4 2022 in Review

Coulter & Justus Financial Services sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2022, closing a stake of 13,332 shares — an estimated $272K sold.

Coulter & Justus Financial Services first reported a position in BSCO in Q4 2021 and held it in 3 quarters. The position peaked at $322K in Q4 2021. 371 funds tracked by Wall St. Rank hold BSCO as of Q4 2022.

Coulter & Justus Financial Services reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Coulter & Justus Financial Services sold 13,332 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2022, an estimated $272K.
Coulter & Justus Financial Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
Coulter & Justus Financial Services's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $322K in Q4 2021.
371 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2022.

Based on Coulter & Justus Financial Services's 13F filing for Q4 2022, filed 10 Feb 2023.