Financial Gravity Asset Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Financial Gravity Asset 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
2024 Q2	$59K	Sell	2,800 -5,711	-67%	-$120K	0.01%	242
2024 Q1	$178K	Buy	8,511 +3,635	+75%	+$76.1K	0.02%	215
2023 Q4	$102K	Buy	+4,876	New	+$101K	﹤0.01%	539
2023 Q3	–	Sell	-21	Closed	-$5.14K	–	1814
2023 Q2	$5.14K	Buy	+21	New	+$433	0.01%	470
2023 Q1	–	Sell	-20	Closed	-$5.48K	–	1725
2022 Q4	$5.48K	Buy	+20	New	+$409	0.03%	377
2019 Q4	–	Sell	-591	Closed	-$13K	–	1739
2019 Q3	$13K	Buy	+591	New	+$12.6K	0.01%	557

Other funds holding BSCO

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Financial Gravity Asset Management's BSCO Position: Q2 2024 in Review

Financial Gravity Asset Management reduced its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 67% in Q2 2024, selling an estimated $120K and leaving 2,800 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #242.

Financial Gravity Asset Management first reported a position in BSCO in Q3 2019 and has held it in 6 quarters since. The position peaked at $178K in Q1 2024. 356 funds tracked by Wall St. Rank hold BSCO as of Q2 2024.

Financial Gravity Asset Management held 2,800 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $59K as of Q2 2024.
Financial Gravity Asset Management sold 5,711 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2024, an estimated $120K.
Invesco BulletShares 2024 Corporate Bond ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #242 holding.
Financial Gravity Asset Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2019 and has held it in 6 quarters since.
Financial Gravity Asset Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $178K in Q1 2024.
356 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.