FWM
BSCO

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

Frontier 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
2022
Q2 		$607K Sell
29,262
-193
-0.7% -$4.03K 0.04% 221
2022
Q1 		$619K Buy
+29,455
New +$631K 0.01% 224

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
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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OA
Oakhurst Advisors Los Angeles, California $21.3M AUM 8.8% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Frontier Wealth Management's BSCO Position: Q2 2022 in Review

Frontier Wealth Management reduced its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 0.66% in Q2 2022, selling an estimated $4.03K and leaving 29,262 shares worth $607K. The position accounts for 0.04% of the portfolio, ranked #221.

Frontier Wealth Management first reported a position in BSCO in Q1 2022 and has held it in 2 quarters since. The position peaked at $619K in Q1 2022. 316 funds tracked by Wall St. Rank hold BSCO as of Q2 2022.

  • Frontier Wealth Management held 29,262 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $607K as of Q2 2022.
  • Frontier Wealth Management sold 193 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2022, an estimated $4.03K.
  • Invesco BulletShares 2024 Corporate Bond ETF made up 0.04% of Frontier Wealth Management's portfolio in Q2 2022, its #221 holding.
  • Frontier Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2022 and has held it in 2 quarters since.
  • Frontier Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $619K in Q1 2022.
  • 316 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.