Mariner Independent Advisor Network’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Mariner Independent Advisor Network’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	$3.51M	Buy	172,081 +3,828	+2%	+$79.2K	0.15%	152
2022 Q2	$3.49M	Buy	168,253 +157,069	+1,404%	+$3.28M	0.15%	159
2022 Q1	$235K	Hold	11,184	–	–	0.01%	499
2021 Q4	$244K	Sell	11,184 -3,109	-22%	-$68.2K	0.01%	438
2021 Q3	$316K	Sell	14,293 -3,585	-20%	-$79.5K	0.02%	435
2021 Q2	$397K	Hold	17,878	–	–	0.02%	437
2021 Q1	$396K	Buy	17,878 +2,240	+14%	+$49.9K	0.02%	389
2020 Q4	$350K	Buy	+15,638	New	+$348K	0.02%	370

Other funds holding BSCO

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

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

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

Mariner Independent Advisor Network's BSCO Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 2.3% in Q3 2022, buying an estimated $79.2K and bringing the position to 172,081 shares worth $3.51M. The position accounts for 0.15% of the portfolio, ranked #152.

Mariner Independent Advisor Network first reported a position in BSCO in Q4 2020 and has held it in 8 quarters since. 328 funds tracked by Wall St. Rank hold BSCO as of Q3 2022.

Mariner Independent Advisor Network held 172,081 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $3.51M as of Q3 2022.
Mariner Independent Advisor Network bought 3,828 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2022, an estimated $79.2K.
Invesco BulletShares 2024 Corporate Bond ETF made up 0.15% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #152 holding.
Mariner Independent Advisor Network first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2020 and has held it in 8 quarters since.
328 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.