MWM
BSCO

Mascoma Wealth Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Mascoma Wealth Management’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
Q3 		– Sell
-550
Closed -$11.6K – 506
2024
Q2 		$11.6K Hold
550
– – ﹤0.01% 321
2024
Q1 		$11.5K Hold
550
– – ﹤0.01% 302
2023
Q4 		$11.5K Hold
550
– – ﹤0.01% 311
2023
Q3 		$11.4K Hold
550
– – ﹤0.01% 313
2023
Q2 		$11.4K Hold
550
– – ﹤0.01% 312
2023
Q1 		$11.3K Hold
550
– – ﹤0.01% 391
2022
Q4 		$11.3K Buy
+550
New +$11.2K ﹤0.01% 393

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Mascoma Wealth Management's BSCO Position: Q3 2024 in Review

Mascoma Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2024, closing a stake of 550 shares — an estimated $11.6K sold.

Mascoma Wealth Management first reported a position in BSCO in Q4 2022 and held it in 7 quarters. The position peaked at $11.6K in Q2 2024. 354 funds tracked by Wall St. Rank hold BSCO as of Q3 2024.

  • Mascoma Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 550 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2024, an estimated $11.6K.
  • Mascoma Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
  • Mascoma Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $11.6K in Q2 2024.
  • 354 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2024.

Based on Mascoma Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.