HC Financial Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

HC Financial 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
2021 Q4	–	Sell	-127	Closed	-$3K	–	347
2021 Q3	$3K	Sell	127 -458	-78%	-$10.2K	﹤0.01%	296
2021 Q2	$13K	Hold	585	–	–	0.01%	231
2021 Q1	$13K	Hold	585	–	–	0.01%	234
2020 Q4	$13K	Hold	585	–	–	0.01%	242
2020 Q3	$13K	Hold	585	–	–	0.01%	230
2020 Q2	$13K	Sell	585 -24	-4%	-$519	0.01%	214
2020 Q1	$13K	Buy	+609	New	+$12.9K	0.01%	216

Other funds holding BSCO

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

BCM

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

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

HC Financial Advisors's BSCO Position: Q4 2021 in Review

HC Financial Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2021, closing a stake of 127 shares — an estimated $3K sold.

HC Financial Advisors first reported a position in BSCO in Q1 2020 and held it in 7 quarters. The position peaked at $13K in Q2 2021. 261 funds tracked by Wall St. Rank hold BSCO as of Q4 2021.

HC Financial Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
HC Financial Advisors sold 127 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2021, an estimated $3K.
HC Financial Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2020 and held it in 7 quarters.
HC Financial Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $13K in Q2 2021.
261 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2021.

Based on HC Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.