ERIM
BSCO

Eagle Ridge Investment Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Eagle Ridge Investment Management’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
Q3 		– Sell
-11,840
Closed -$244K – 154
2023
Q2 		$244K Buy
+11,840
New +$244K 0.03% 139

Other funds holding BSCO

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $445B AUM 25.58% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Eagle Ridge Investment Management's BSCO Position: Q3 2023 in Review

Eagle Ridge Investment Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2023, closing a stake of 11,840 shares — an estimated $244K sold.

Eagle Ridge Investment Management first reported a position in BSCO in Q2 2023 and held it in 1 quarter. The position peaked at $244K in Q2 2023. 366 funds tracked by Wall St. Rank hold BSCO as of Q3 2023.

  • Eagle Ridge Investment Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 11,840 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2023, an estimated $244K.
  • Eagle Ridge Investment Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Eagle Ridge Investment Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $244K in Q2 2023.
  • 366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2023.

Based on Eagle Ridge Investment Management's 13F filing for Q3 2023, filed 24 Oct 2023.