DWA
BSCO

Divergent Wealth Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Divergent Wealth Advisors’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
2024
Q3 		$502K Hold
23,755
– – 0.09% 19
2024
Q2 		$500K Sell
23,755
-9,101
-28% -$191K 0.1% 18
2024
Q1 		$689K Buy
32,856
+9,101
+38% +$191K 0.14% 16
2023
Q4 		$496K Buy
23,755
+5,425
+30% +$113K 0.1% 20
2023
Q3 		$379K Buy
+18,330
New +$378K 0.09% 19

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Divergent Wealth Advisors's BSCO Position: Q3 2024 in Review

Divergent Wealth Advisors held its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) position steady in Q3 2024 at 23,755 shares worth $502K. The position accounts for 0.09% of the portfolio, ranked #19.

Divergent Wealth Advisors first reported a position in BSCO in Q3 2023 and has held it in 5 quarters since. The position peaked at $689K in Q1 2024. 354 funds tracked by Wall St. Rank hold BSCO as of Q3 2024.

  • Divergent Wealth Advisors held 23,755 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $502K as of Q3 2024.
  • Divergent Wealth Advisors left its Invesco BulletShares 2024 Corporate Bond ETF share count unchanged in Q3 2024.
  • Invesco BulletShares 2024 Corporate Bond ETF made up 0.09% of Divergent Wealth Advisors's portfolio in Q3 2024, its #19 holding.
  • Divergent Wealth Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2023 and has held it in 5 quarters since.
  • Divergent Wealth Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $689K in Q1 2024.
  • 354 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2024.

Based on Divergent Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.