FAG
BSCO

Fortitude Advisory Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Fortitude Advisory Group’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 		– Sell
-15,954
Closed -$328K – 235
2023
Q1 		$328K Hold
15,954
– – 0.25% 106
2022
Q4 		$327K Buy
+15,954
New +$326K 0.28% 105
2022
Q2 		– Sell
-2,129
Closed -$45K – 1376
2022
Q1 		$45K Buy
+2,129
New +$45.6K 0.02% 573

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

Fortitude Advisory Group's BSCO Position: Q2 2023 in Review

Fortitude Advisory Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2023, closing a stake of 15,954 shares — an estimated $328K sold.

Fortitude Advisory Group first reported a position in BSCO in Q1 2022 and held it in 3 quarters. The position peaked at $328K in Q1 2023. 363 funds tracked by Wall St. Rank hold BSCO as of Q2 2023.

  • Fortitude Advisory Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Fortitude Advisory Group sold 15,954 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2023, an estimated $328K.
  • Fortitude Advisory Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
  • Fortitude Advisory Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $328K in Q1 2023.
  • 363 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2023.

Based on Fortitude Advisory Group's 13F filing for Q2 2023, filed 31 Jul 2023.