Ladenburg Thalmann Financial Services’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$1.01M	Buy	46,906 +4,470	+11%	+$95.8K	0.01%	1278
2019 Q3	$910K	Buy	42,436 +4,038	+11%	+$86.2K	0.01%	1317
2019 Q2	$816K	Buy	38,398 +2,825	+8%	+$59K	0.01%	1366
2019 Q1	$738K	Sell	35,573 -2,487	-7%	-$50.6K	0.01%	1396
2018 Q4	$760K	Buy	38,060 +902	+2%	+$18K	0.01%	1227
2018 Q3	$746K	Sell	37,158 -2,373	-6%	-$47.8K	0.01%	1320
2018 Q2	$801K	Hold	39,531	–	–	0.01%	1205
2018 Q1	$801K	Buy	39,531 +17,852	+82%	+$366K	0.01%	1205
2017 Q4	$452K	Buy	21,679 +8,488	+64%	+$178K	﹤0.01%	1627
2017 Q3	$277K	Buy	13,191 +12,169	+1,191%	+$255K	﹤0.01%	1858
2017 Q2	$21K	Hold	1,022	–	–	﹤0.01%	3594
2017 Q1	$21K	Hold	1,022	–	–	﹤0.01%	3537
2016 Q4	$21K	Buy	1,022 +890	+674%	+$18.4K	﹤0.01%	3458
2016 Q3	$3K	Buy	+132	New	+$2.81K	﹤0.01%	4387

Other funds holding BSCO

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFW

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

RJFSA

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

Ladenburg Thalmann Financial Services's BSCO Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 11% in Q4 2019, buying an estimated $95.8K and bringing the position to 46,906 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1278.

Ladenburg Thalmann Financial Services first reported a position in BSCO in Q3 2016 and has held it in 14 quarters since. 165 funds tracked by Wall St. Rank hold BSCO as of Q4 2019.

Ladenburg Thalmann Financial Services held 46,906 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $1.01M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 4,470 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2019, an estimated $95.8K.
Invesco BulletShares 2024 Corporate Bond ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1278 holding.
Ladenburg Thalmann Financial Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2016 and has held it in 14 quarters since.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.