EWM
BSCO

Evermay Wealth Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Evermay Wealth 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
-20,588
Closed -$423K – 581
2023
Q2 		$423K Hold
20,588
– – 0.08% 114
2023
Q1 		$424K Hold
20,588
– – 0.09% 106
2022
Q4 		$422K Sell
20,588
-4,566
-18% -$93.3K 0.09% 108
2022
Q3 		$513K Buy
+25,154
New +$521K 0.1% 82

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
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 $377B AUM 19.32% 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

Evermay Wealth Management's BSCO Position: Q3 2023 in Review

Evermay Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2023, closing a stake of 20,588 shares — an estimated $423K sold.

Evermay Wealth Management first reported a position in BSCO in Q3 2022 and held it in 4 quarters. The position peaked at $513K in Q3 2022. 366 funds tracked by Wall St. Rank hold BSCO as of Q3 2023.

  • Evermay Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 20,588 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2023, an estimated $423K.
  • Evermay Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2022 and held it in 4 quarters.
  • Evermay Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $513K in Q3 2022.
  • 366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2023.

Based on Evermay Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.