LCGC
BSCO

Legacy Capital Group California’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Legacy Capital Group California’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
-154,401
Closed -$3.18M – 300
2023
Q1 		$3.18M Buy
+154,401
New +$3.17M 1.55% 8

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Ameriprise
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy Capital Group California's BSCO Position: Q2 2023 in Review

Legacy Capital Group California sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2023, closing a stake of 154,401 shares — an estimated $3.18M sold.

Legacy Capital Group California first reported a position in BSCO in Q1 2023 and held it in 1 quarter. The position peaked at $3.18M in Q1 2023. 363 funds tracked by Wall St. Rank hold BSCO as of Q2 2023.

  • Legacy Capital Group California reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 154,401 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2023, an estimated $3.18M.
  • Legacy Capital Group California first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Legacy Capital Group California's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $3.18M in Q1 2023.
  • 363 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2023.

Based on Legacy Capital Group California's 13F filing for Q2 2023, filed 10 Aug 2023.