CCG
BSCO

Cypress Capital Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Cypress Capital 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
Q1 		– Sell
-16,415
Closed -$336K – 316
2022
Q4 		$336K Sell
16,415
-20,777
-56% -$424K 0.05% 243
2022
Q3 		$759K Sell
37,192
-5,725
-13% -$119K 0.13% 150
2022
Q2 		$890K Sell
42,917
-9,075
-17% -$189K 0.14% 139
2022
Q1 		$1.1M Buy
51,992
+2,992
+6% +$64.1K 0.14% 140
2021
Q4 		$1.07M Sell
49,000
-21,850
-31% -$479K 0.13% 135
2021
Q3 		$1.57M Sell
70,850
-2,275
-3% -$50.4K 0.21% 106
2021
Q2 		$1.62M Buy
73,125
+630
+0.9% +$14K 0.22% 107
2021
Q1 		$1.61M Buy
72,495
+4,770
+7% +$106K 0.23% 103
2020
Q4 		$1.52M Buy
67,725
+11,225
+20% +$250K 0.23% 99
2020
Q3 		$1.25M Buy
56,500
+8,000
+16% +$178K 0.21% 111
2020
Q2 		$1.07M Buy
48,500
+10,590
+28% +$229K 0.2% 112
2020
Q1 		$783K Buy
37,910
+7,975
+27% +$169K 0.18% 108
2019
Q4 		$643K Buy
+29,935
New +$641K 0.11% 140

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

Cypress Capital Group's BSCO Position: Q1 2023 in Review

Cypress Capital Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2023, closing a stake of 16,415 shares — an estimated $336K sold.

Cypress Capital Group first reported a position in BSCO in Q4 2019 and held it in 13 quarters. The position peaked at $1.62M in Q2 2021. 366 funds tracked by Wall St. Rank hold BSCO as of Q1 2023.

  • Cypress Capital Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Cypress Capital Group sold 16,415 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2023, an estimated $336K.
  • Cypress Capital Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2019 and held it in 13 quarters.
  • Cypress Capital Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.62M in Q2 2021.
  • 366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2023.

Based on Cypress Capital Group's 13F filing for Q1 2023, filed 4 May 2023.