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

Masso Torrence 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 Q1	–	Sell	-70,351	Closed	-$1.47M	–	100
2023 Q4	$1.47M	Buy	70,351 +5,400	+8%	+$112K	1%	27
2023 Q3	$1.34M	Buy	64,951 +1,351	+2%	+$27.9K	1.03%	30
2023 Q2	$1.31M	Sell	63,600 -3,130	-5%	-$64.5K	0.94%	31
2023 Q1	$1.37M	Buy	66,730 +5,043	+8%	+$104K	1.09%	29
2022 Q4	$1.26M	Buy	61,687 +43,816	+245%	+$895K	1.01%	32
2022 Q3	$364K	Buy	+17,871	New	+$370K	0.32%	54
2022 Q1	–	Sell	-7,500	Closed	-$164K	–	382
2021 Q4	$164K	Buy	+7,500	New	+$164K	0.11%	97

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Masso Torrence Wealth Management's BSCO Position: Q1 2024 in Review

Masso Torrence Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2024, closing a stake of 70,351 shares — an estimated $1.47M sold.

Masso Torrence Wealth Management first reported a position in BSCO in Q4 2021 and held it in 7 quarters. The position peaked at $1.47M in Q4 2023. 360 funds tracked by Wall St. Rank hold BSCO as of Q1 2024.

Masso Torrence Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Masso Torrence Wealth Management sold 70,351 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2024, an estimated $1.47M.
Masso Torrence Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2021 and held it in 7 quarters.
Masso Torrence Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.47M in Q4 2023.
360 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2024.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.