LB
BSCO

Leo Brokerage’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Leo Brokerage’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 		$1.26M Hold
61,233
– – 0.14% 108
2023
Q1 		$1.26M Buy
+61,233
New +$1.26M 0.19% 103

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $377B AUM 19.32% 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

Leo Brokerage's BSCO Position: Q2 2023 in Review

Leo Brokerage held its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) position steady in Q2 2023 at 61,233 shares worth $1.26M. The position accounts for 0.14% of the portfolio, ranked #108.

Leo Brokerage first reported a position in BSCO in Q1 2023 and has held it in 2 quarters since. The position peaked at $1.26M in Q1 2023. 363 funds tracked by Wall St. Rank hold BSCO as of Q2 2023.

  • Leo Brokerage held 61,233 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $1.26M as of Q2 2023.
  • Leo Brokerage left its Invesco BulletShares 2024 Corporate Bond ETF share count unchanged in Q2 2023.
  • Invesco BulletShares 2024 Corporate Bond ETF made up 0.14% of Leo Brokerage's portfolio in Q2 2023, its #108 holding.
  • Leo Brokerage first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • Leo Brokerage's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.26M in Q1 2023.
  • 363 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.