Forvis Mazars Wealth Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Forvis Mazars Wealth Advisors’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
2020 Q1	–	Sell	-44,000	Closed	-$945K	–	313
2019 Q4	$945K	Sell	44,000 -47,681	-52%	-$1.02M	0.07%	120
2019 Q3	$1.97M	Hold	91,681	–	–	0.16%	84
2019 Q2	$1.95M	Hold	91,681	–	–	0.16%	80
2019 Q1	$1.9M	Hold	91,681	–	–	0.16%	79
2018 Q4	$1.83M	Hold	91,681	–	–	0.19%	64
2018 Q3	$1.84M	Hold	91,681	–	–	0.16%	77
2018 Q2	$1.84M	Buy	+91,681	New	+$1.84M	0.18%	77
2018 Q1	–	Sell	-91,681	Closed	-$1.92M	–	256
2017 Q4	$1.92M	Buy	+91,681	New	+$1.92M	0.19%	71

Other funds holding BSCO

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

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

FFW

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Forvis Mazars Wealth Advisors's BSCO Position: Q1 2020 in Review

Forvis Mazars Wealth Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2020, closing a stake of 44,000 shares — an estimated $945K sold.

Forvis Mazars Wealth Advisors first reported a position in BSCO in Q4 2017 and held it in 8 quarters. The position peaked at $1.97M in Q3 2019. 181 funds tracked by Wall St. Rank hold BSCO as of Q1 2020.

Forvis Mazars Wealth Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 44,000 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2020, an estimated $945K.
Forvis Mazars Wealth Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2017 and held it in 8 quarters.
Forvis Mazars Wealth Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.97M in Q3 2019.
181 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2020.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.