Heritage Wealth Management (Arizona)’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Heritage Wealth Management (Arizona)’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	$89.3K	Buy	4,360 +2,180	+100%	+$44.5K	0.01%	427
2022 Q3	$44K	Hold	2,180	–	–	0.01%	417
2022 Q2	$45.2K	Hold	2,180	–	–	0.02%	440
2022 Q1	$46K	Buy	+2,180	New	+$46.7K	0.01%	489
2021 Q3	$155K	Sell	7,010 -160	-2%	-$3.55K	0.06%	261
2021 Q2	$159K	Hold	7,170	–	–	0.06%	263
2021 Q1	$159K	Buy	+7,170	New	+$160K	0.09%	195

Other funds holding BSCO

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Heritage Wealth Management (Arizona)'s BSCO Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 100% in Q4 2022, buying an estimated $44.5K and bringing the position to 4,360 shares worth $89.3K. The position accounts for 0.01% of the portfolio, ranked #427.

Heritage Wealth Management (Arizona) first reported a position in BSCO in Q1 2021 and has held it in 7 quarters since. The position peaked at $159K in Q2 2021. 371 funds tracked by Wall St. Rank hold BSCO as of Q4 2022.

Heritage Wealth Management (Arizona) held 4,360 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $89.3K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 2,180 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2022, an estimated $44.5K.
Invesco BulletShares 2024 Corporate Bond ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #427 holding.
Heritage Wealth Management (Arizona) first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Invesco BulletShares 2024 Corporate Bond ETF position peaked at $159K in Q2 2021.
371 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.