Harel Insurance Investments & Financial Services’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Harel Insurance Investments & 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 Q4	–	Sell	-90,000	Closed	-$1.86M	–	700
2023 Q3	$1.86M	Sell	90,000 -100,000	-53%	-$2.06M	0.04%	135
2023 Q2	$3.91M	Hold	190,000	–	–	0.1%	68
2023 Q1	$3.91M	Buy	190,000 +170,000	+850%	+$3.49M	0.08%	99
2022 Q4	$410K	Buy	+20,000	New	+$409K	0.01%	221

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 $786B AUM 40.34% 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

Harel Insurance Investments & Financial Services's BSCO Position: Q4 2023 in Review

Harel Insurance Investments & Financial Services sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2023, closing a stake of 90,000 shares — an estimated $1.86M sold.

Harel Insurance Investments & Financial Services first reported a position in BSCO in Q4 2022 and held it in 4 quarters. The position peaked at $3.91M in Q1 2023. 366 funds tracked by Wall St. Rank hold BSCO as of Q4 2023.

Harel Insurance Investments & Financial Services reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 90,000 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2023, an estimated $1.86M.
Harel Insurance Investments & Financial Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
Harel Insurance Investments & Financial Services's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $3.91M in Q1 2023.
366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2023, filed 30 Jan 2024.