KOC
BSDE

Koss-Olinger Consulting’s Invesco BulletShares 2024 USD Emerging Markets Debt ETF BSDE Stock Holding History

Koss-Olinger Consulting’s Portfolio BSDE Stock Details BSDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9,543
Closed -$230K – 274
2022
Q4 		$230K Hold
9,543
– – 0.03% 195
2022
Q3 		$227K Buy
+9,543
New +$230K 0.04% 193

Other funds holding BSDE

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
NSG
Nalls Sherbakoff Group Knoxville, Tennessee $141M AUM 25.05% 1-Year Est. Return

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

Koss-Olinger Consulting sold out of Invesco BulletShares 2024 USD Emerging Markets Debt ETF (BSDE) in Q1 2023, closing a stake of 9,543 shares — an estimated $230K sold.

Koss-Olinger Consulting first reported a position in BSDE in Q3 2022 and held it in 2 quarters. The position peaked at $230K in Q4 2022. 3 funds tracked by Wall St. Rank hold BSDE as of Q1 2023.

  • Koss-Olinger Consulting reported no remaining Invesco BulletShares 2024 USD Emerging Markets Debt ETF position as of Q1 2023 after selling out during the quarter.
  • Koss-Olinger Consulting sold 9,543 Invesco BulletShares 2024 USD Emerging Markets Debt ETF shares in Q1 2023, an estimated $230K.
  • Koss-Olinger Consulting first reported a position in Invesco BulletShares 2024 USD Emerging Markets Debt ETF in Q3 2022 and held it in 2 quarters.
  • Koss-Olinger Consulting's Invesco BulletShares 2024 USD Emerging Markets Debt ETF position peaked at $230K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2024 USD Emerging Markets Debt ETF as of Q1 2023.

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