MFGM
BSCO

Marshall Financial Group (Maryland)’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Marshall Financial Group (Maryland)’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
Q1 		– Sell
-45,550
Closed -$994K – 221
2021
Q4 		$994K Buy
+45,550
New +$999K 0.37% 98

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Bank of America
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UBS Group
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OA
Oakhurst Advisors Los Angeles, California $21.3M AUM 8.8% 1-Year Est. Return
MFWM
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HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FFW
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ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Marshall Financial Group (Maryland)'s BSCO Position: Q1 2022 in Review

Marshall Financial Group (Maryland) sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2022, closing a stake of 45,550 shares — an estimated $994K sold.

Marshall Financial Group (Maryland) first reported a position in BSCO in Q4 2021 and held it in 1 quarter. The position peaked at $994K in Q4 2021. 297 funds tracked by Wall St. Rank hold BSCO as of Q1 2022.

  • Marshall Financial Group (Maryland) reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 45,550 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2022, an estimated $994K.
  • Marshall Financial Group (Maryland) first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Marshall Financial Group (Maryland)'s Invesco BulletShares 2024 Corporate Bond ETF position peaked at $994K in Q4 2021.
  • 297 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2022, filed 10 May 2022.