Harrison & Co Wealth Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Harrison & Co 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 Q4	$1.41M	Sell	68,837 -630	-0.9%	-$12.9K	1.36%	18
2022 Q3	$1.42M	Buy	69,467 +2,034	+3%	+$42.1K	1.5%	18
2022 Q2	$1.4M	Buy	67,433 +4,651	+7%	+$97.1K	1.33%	18
2022 Q1	$1.32M	Buy	62,782 +7,360	+13%	+$158K	1.16%	19
2021 Q4	$1.21M	Buy	+55,422	New	+$1.21M	1.02%	26

Other funds holding BSCO

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Harrison & Co Wealth Management's BSCO Position: Q4 2022 in Review

Harrison & Co Wealth Management reduced its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 0.91% in Q4 2022, selling an estimated $12.9K and leaving 68,837 shares worth $1.41M. The position accounts for 1.36% of the portfolio, ranked #18.

Harrison & Co Wealth Management first reported a position in BSCO in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.42M in Q3 2022. 370 funds tracked by Wall St. Rank hold BSCO as of Q4 2022.

Harrison & Co Wealth Management held 68,837 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $1.41M as of Q4 2022.
Harrison & Co Wealth Management sold 630 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2022, an estimated $12.9K.
Invesco BulletShares 2024 Corporate Bond ETF made up 1.36% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #18 holding.
Harrison & Co Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2021 and has held it in 5 quarters since.
Harrison & Co Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.42M in Q3 2022.
370 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.