FCFS
BSCO

First Command Financial Services’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

First Command Financial Services’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
Q2 		$389K Sell
18,916
-1,377
-7% -$28.4K 0.04% 101
2023
Q1 		$418K Buy
20,293
+304
+2% +$6.25K 0.04% 95
2022
Q4 		$409K Hold
19,989
– – 0.05% 86
2022
Q3 		$408K Sell
19,989
-239
-1% -$4.95K 0.06% 84
2022
Q2 		$420K Buy
20,228
+2,270
+13% +$47.4K 0.06% 87
2022
Q1 		$378K Buy
17,958
+9,162
+104% +$196K 0.05% 98
2021
Q4 		$192K Buy
8,796
+312
+4% +$6.84K 0.03% 145
2021
Q3 		$187K Buy
8,484
+172
+2% +$3.81K 0.03% 146
2021
Q2 		$185K Buy
8,312
+6,451
+347% +$143K 0.02% 147
2021
Q1 		$41K Buy
+1,861
New +$41.5K 0.01% 248
2020
Q1 		– Sell
-397,875
Closed -$8.54M – 387
2019
Q4 		$8.54M Buy
397,875
+3,230
+0.8% +$69.2K 4.04% 7
2019
Q3 		$8.46M Sell
394,645
-23,708
-6% -$506K 4.27% 8
2019
Q2 		$8.89M Sell
418,353
-13,328
-3% -$278K 4.49% 8
2019
Q1 		$8.95M Sell
431,681
-4,976
-1% -$101K 4.45% 8
2018
Q4 		$8.72M Sell
436,657
-436,273
-50% -$8.68M 4.5% 7
2018
Q3 		$17.5M Buy
872,930
+51,794
+6% +$1.04M 4.91% 5
2018
Q2 		$16.5M Buy
821,136
+437,610
+114% +$8.78M 4.82% 5
2018
Q1 		$7.77M Buy
383,526
+53,240
+16% +$1.09M 0.34% 11
2017
Q4 		$6.9M Buy
330,286
+56,039
+20% +$1.17M 3.86% 7
2017
Q3 		$5.75M Buy
274,247
+19,934
+8% +$418K 3.58% 10
2017
Q2 		$5.3M Buy
254,313
+30,590
+14% +$636K 3.48% 9
2017
Q1 		$4.6M Buy
223,723
+44,674
+25% +$914K 3.23% 8
2016
Q4 		$3.66M Buy
+179,049
New +$3.71M 2.93% 7

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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

First Command Financial Services's BSCO Position: Q2 2023 in Review

First Command Financial Services reduced its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 6.8% in Q2 2023, selling an estimated $28.4K and leaving 18,916 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #101.

First Command Financial Services first reported a position in BSCO in Q4 2016 and has held it in 23 quarters since. The position peaked at $17.5M in Q3 2018. 363 funds tracked by Wall St. Rank hold BSCO as of Q2 2023.

  • First Command Financial Services held 18,916 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $389K as of Q2 2023.
  • First Command Financial Services sold 1,377 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2023, an estimated $28.4K.
  • Invesco BulletShares 2024 Corporate Bond ETF made up 0.04% of First Command Financial Services's portfolio in Q2 2023, its #101 holding.
  • First Command Financial Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2016 and has held it in 23 quarters since.
  • First Command Financial Services's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $17.5M in Q3 2018.
  • 363 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.