Gill Capital Partners’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Gill Capital Partners’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 Q4	–	Sell	-16,009	Closed	-$331K	–	133
2023 Q3	$331K	Hold	16,009	–	–	0.15%	82
2023 Q2	$329K	Sell	16,009 -12,324	-43%	-$254K	0.14%	87
2023 Q1	$583K	Sell	28,333 -5,372	-16%	-$110K	0.26%	62
2022 Q4	$690K	Sell	33,705 -123	-0.4%	-$2.51K	0.33%	53
2022 Q3	$690K	Buy	+33,828	New	+$700K	0.36%	52

Other funds holding BSCO

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gill Capital Partners's BSCO Position: Q4 2023 in Review

Gill Capital Partners sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2023, closing a stake of 16,009 shares — an estimated $331K sold.

Gill Capital Partners first reported a position in BSCO in Q3 2022 and held it in 5 quarters. The position peaked at $690K in Q4 2022. 366 funds tracked by Wall St. Rank hold BSCO as of Q4 2023.

Gill Capital Partners reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Gill Capital Partners sold 16,009 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2023, an estimated $331K.
Gill Capital Partners first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2022 and held it in 5 quarters.
Gill Capital Partners's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $690K in Q4 2022.
366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2023.

Based on Gill Capital Partners's 13F filing for Q4 2023, filed 8 Jan 2024.