LWCFA
BSCO

Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q4 		– Sell
-1,224
Closed -$25.8K – 583
2024
Q3 		$25.8K Buy
+1,224
New +$25.8K ﹤0.01% 436

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BSCO Position: Q4 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 1,224 shares — an estimated $25.8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BSCO in Q3 2024 and held it in 1 quarter. The position peaked at $25.8K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,224 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $25.8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $25.8K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.