Kingsview Wealth Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Kingsview Wealth 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
2023 Q2	–	Sell	-12,605	Closed	-$260K	–	990
2023 Q1	$260K	Sell	12,605 -465	-4%	-$9.56K	0.01%	764
2022 Q4	$268K	Sell	13,070 -260	-2%	-$5.31K	0.01%	700
2022 Q3	$272K	Buy	+13,330	New	+$276K	0.01%	666
2022 Q2	–	Sell	-16,098	Closed	-$339K	–	935
2022 Q1	$339K	Sell	16,098 -188	-1%	-$4.03K	0.01%	664
2021 Q4	$356K	Sell	16,286 -3,335	-17%	-$73.1K	0.01%	668
2021 Q3	$434K	Buy	19,621 +795	+4%	+$17.6K	0.02%	588
2021 Q2	$418K	Buy	18,826 +1,051	+6%	+$23.4K	0.02%	610
2021 Q1	$394K	Buy	17,775 +2,147	+14%	+$47.9K	0.02%	572
2020 Q4	$350K	Buy	15,628 +3,576	+30%	+$79.6K	0.03%	522
2020 Q3	$267K	Buy	+12,052	New	+$268K	0.02%	504

Other funds holding BSCO

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Kingsview Wealth Management's BSCO Position: Q2 2023 in Review

Kingsview Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2023, closing a stake of 12,605 shares — an estimated $260K sold.

Kingsview Wealth Management first reported a position in BSCO in Q3 2020 and held it in 10 quarters. The position peaked at $434K in Q3 2021. 363 funds tracked by Wall St. Rank hold BSCO as of Q2 2023.

Kingsview Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Kingsview Wealth Management sold 12,605 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2023, an estimated $260K.
Kingsview Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2020 and held it in 10 quarters.
Kingsview Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $434K in Q3 2021.
363 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2023.

Based on Kingsview Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.