KOC
BSCE

Koss-Olinger Consulting’s Invesco BulletShares 2023 USD Emerging Markets Debt ETF BSCE Stock Holding History

Koss-Olinger Consulting’s Portfolio BSCE Stock Details BSCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,526
Closed -$245K – 275
2022
Q4 		$245K Buy
10,526
+575
+6% +$13.4K 0.04% 179
2022
Q3 		$230K Buy
+9,951
New +$231K 0.04% 191

Other funds holding BSCE

AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
NSG
Nalls Sherbakoff Group Knoxville, Tennessee $139M AUM 21.16% 1-Year Est. Return

Koss-Olinger Consulting's BSCE Position: Q1 2023 in Review

Koss-Olinger Consulting sold out of Invesco BulletShares 2023 USD Emerging Markets Debt ETF (BSCE) in Q1 2023, closing a stake of 10,526 shares — an estimated $245K sold.

Koss-Olinger Consulting first reported a position in BSCE in Q3 2022 and held it in 2 quarters. The position peaked at $245K in Q4 2022. 4 funds tracked by Wall St. Rank hold BSCE as of Q1 2023.

  • Koss-Olinger Consulting reported no remaining Invesco BulletShares 2023 USD Emerging Markets Debt ETF position as of Q1 2023 after selling out during the quarter.
  • Koss-Olinger Consulting sold 10,526 Invesco BulletShares 2023 USD Emerging Markets Debt ETF shares in Q1 2023, an estimated $245K.
  • Koss-Olinger Consulting first reported a position in Invesco BulletShares 2023 USD Emerging Markets Debt ETF in Q3 2022 and held it in 2 quarters.
  • Koss-Olinger Consulting's Invesco BulletShares 2023 USD Emerging Markets Debt ETF position peaked at $245K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2023 USD Emerging Markets Debt ETF as of Q1 2023.

Based on Koss-Olinger Consulting's 13F filing for Q1 2023, filed 12 May 2023.