LIG
BSCO

Lokken Investment Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Lokken Investment 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
2023
Q1 		– Sell
-191,575
Closed -$3.92M – 142
2022
Q4 		$3.92M Buy
191,575
+6,380
+3% +$130K 3.1% 7
2022
Q3 		$3.78M Buy
185,195
+2,425
+1% +$50.2K 3.26% 7
2022
Q2 		$3.79M Buy
+182,770
New +$3.81M 3.07% 7

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lokken Investment Group's BSCO Position: Q1 2023 in Review

Lokken Investment Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2023, closing a stake of 191,575 shares — an estimated $3.92M sold.

Lokken Investment Group first reported a position in BSCO in Q2 2022 and held it in 3 quarters. The position peaked at $3.92M in Q4 2022. 366 funds tracked by Wall St. Rank hold BSCO as of Q1 2023.

  • Lokken Investment Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Lokken Investment Group sold 191,575 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2023, an estimated $3.92M.
  • Lokken Investment Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2022 and held it in 3 quarters.
  • Lokken Investment Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $3.92M in Q4 2022.
  • 366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2023.

Based on Lokken Investment Group's 13F filing for Q1 2023, filed 9 May 2023.