Lloyd Advisory Services’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Lloyd Advisory 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
2022 Q3	–	Sell	-13,745	Closed	-$285K	–	80
2022 Q2	$285K	Buy	13,745 +5,296	+63%	+$111K	0.22%	49
2022 Q1	$178K	Buy	+8,449	New	+$181K	0.08%	105

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

RJFSA

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

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

FFW

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Lloyd Advisory Services's BSCO Position: Q3 2022 in Review

Lloyd Advisory Services sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2022, closing a stake of 13,745 shares — an estimated $285K sold.

Lloyd Advisory Services first reported a position in BSCO in Q1 2022 and held it in 2 quarters. The position peaked at $285K in Q2 2022. 328 funds tracked by Wall St. Rank hold BSCO as of Q3 2022.

Lloyd Advisory Services reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Lloyd Advisory Services sold 13,745 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2022, an estimated $285K.
Lloyd Advisory Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
Lloyd Advisory Services's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $285K in Q2 2022.
328 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2022.

Based on Lloyd Advisory Services's 13F filing for Q3 2022, filed 2 Nov 2022.