Kings Point Capital Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Kings Point Capital 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
2017 Q2	–	Sell	-500	Closed	-$10K	–	360
2017 Q1	$10K	Buy	+500	New	+$10.2K	﹤0.01%	344

Other funds holding BSCO

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

RJFSA

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

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

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

Kings Point Capital Management's BSCO Position: Q2 2017 in Review

Kings Point Capital Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2017, closing a stake of 500 shares — an estimated $10K sold.

Kings Point Capital Management first reported a position in BSCO in Q1 2017 and held it in 1 quarter. The position peaked at $10K in Q1 2017. 53 funds tracked by Wall St. Rank hold BSCO as of Q2 2017.

Kings Point Capital Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
Kings Point Capital Management sold 500 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2017, an estimated $10K.
Kings Point Capital Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2017 and held it in 1 quarter.
Kings Point Capital Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $10K in Q1 2017.
53 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2017.

Based on Kings Point Capital Management's 13F filing for Q2 2017, filed 8 Aug 2017.