Levy Wealth Management Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Levy Wealth Management Group’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
2024 Q2	$306K	Hold	14,547	–	–	0.08%	79
2024 Q1	$304K	Hold	14,547	–	–	0.09%	78
2023 Q4	$304K	Hold	14,547	–	–	0.09%	78
2023 Q3	$301K	Hold	14,547	–	–	0.09%	79
2023 Q2	$299K	Hold	14,547	–	–	0.09%	85
2023 Q1	$300K	Buy	+14,547	New	+$299K	0.09%	85

Other funds holding BSCO

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Levy Wealth Management Group's BSCO Position: Q2 2024 in Review

Levy Wealth Management Group held its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) position steady in Q2 2024 at 14,547 shares worth $306K. The position accounts for 0.08% of the portfolio, ranked #79.

Levy Wealth Management Group first reported a position in BSCO in Q1 2023 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold BSCO as of Q2 2024.

Levy Wealth Management Group held 14,547 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $306K as of Q2 2024.
Levy Wealth Management Group left its Invesco BulletShares 2024 Corporate Bond ETF share count unchanged in Q2 2024.
Invesco BulletShares 2024 Corporate Bond ETF made up 0.08% of Levy Wealth Management Group's portfolio in Q2 2024, its #79 holding.
Levy Wealth Management Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2023 and has held it in 6 quarters since.
356 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.