ICG
BSCO

InterOcean Capital Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

InterOcean Capital Group’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 		$202K Buy
+9,630
New +$202K ﹤0.01% 458
2023
Q4 		– Sell
-9,811
Closed -$203K – 506
2023
Q3 		$203K Buy
+9,811
New +$203K 0.01% 415

Other funds holding BSCO

Lido Advisors
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
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 $1.59B AUM 26.56% 1-Year Est. Return

InterOcean Capital Group's BSCO Position: Q1 2024 in Review

InterOcean Capital Group opened a new position in Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2024: 9,630 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #458 among its holdings. This is a return to the name: InterOcean Capital Group previously reported a position in BSCO as recently as Q3 2023.

InterOcean Capital Group first reported a position in BSCO in Q3 2023 and has held it in 2 quarters since. The position peaked at $203K in Q3 2023. 360 funds tracked by Wall St. Rank hold BSCO as of Q1 2024.

  • InterOcean Capital Group held 9,630 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $202K as of Q1 2024.
  • Invesco BulletShares 2024 Corporate Bond ETF was a new InterOcean Capital Group position in Q1 2024.
  • Invesco BulletShares 2024 Corporate Bond ETF made up ﹤0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #458 holding.
  • InterOcean Capital Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • InterOcean Capital Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $203K in Q3 2023.
  • 360 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.