HHM Wealth Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

HHM Wealth 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
2024 Q1	–	Sell	-2,450	Closed	-$51.2K	–	785
2023 Q4	$51.2K	Hold	2,450	–	–	0.01%	279
2023 Q3	$50.6K	Hold	2,450	–	–	0.01%	270
2023 Q2	$50.4K	Hold	2,450	–	–	0.01%	281
2023 Q1	$50.4K	Sell	2,450 -1,950	-44%	-$40.1K	0.01%	273
2022 Q4	$90.1K	Sell	4,400 -2,315	-34%	-$47.3K	0.02%	182
2022 Q3	$137K	Hold	6,715	–	–	0.04%	138
2022 Q2	$139K	Sell	6,715 -300	-4%	-$6.26K	0.04%	159
2022 Q1	$148K	Hold	7,015	–	–	0.03%	172
2021 Q4	$153K	Hold	7,015	–	–	0.04%	169
2021 Q3	$155K	Hold	7,015	–	–	0.04%	161
2021 Q2	$156K	Buy	7,015 +3,215	+85%	+$71.5K	0.04%	160
2021 Q1	$84K	Hold	3,800	–	–	0.03%	213
2020 Q4	$85K	Hold	3,800	–	–	0.03%	193
2020 Q3	$84K	Hold	3,800	–	–	0.03%	170
2020 Q2	$84K	Hold	3,800	–	–	0.04%	165
2020 Q1	$78K	Buy	+3,800	New	+$80.7K	0.04%	153

Other funds holding BSCO

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

HHM Wealth Advisors's BSCO Position: Q1 2024 in Review

HHM Wealth Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2024, closing a stake of 2,450 shares — an estimated $51.2K sold.

HHM Wealth Advisors first reported a position in BSCO in Q1 2020 and held it in 16 quarters. The position peaked at $156K in Q2 2021. 360 funds tracked by Wall St. Rank hold BSCO as of Q1 2024.

HHM Wealth Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
HHM Wealth Advisors sold 2,450 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2024, an estimated $51.2K.
HHM Wealth Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2020 and held it in 16 quarters.
HHM Wealth Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $156K in Q2 2021.
360 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2024.

Based on HHM Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.