MGIA
BSCO

Matthew Goff Investment Advisor’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Matthew Goff Investment Advisor’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
Q2 		– Sell
-13,852
Closed -$290K – 99
2024
Q1 		$290K Sell
13,852
-790
-5% -$16.5K 0.06% 86
2023
Q4 		$306K Sell
14,642
-221
-1% -$4.59K 0.07% 82
2023
Q3 		$307K Sell
14,863
-252
-2% -$5.2K 0.07% 80
2023
Q2 		$311K Hold
15,115
– – 0.07% 83
2023
Q1 		$311K Hold
15,115
– – 0.08% 78
2022
Q4 		$310K Buy
+15,115
New +$309K 0.08% 77

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Matthew Goff Investment Advisor's BSCO Position: Q2 2024 in Review

Matthew Goff Investment Advisor sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2024, closing a stake of 13,852 shares — an estimated $290K sold.

Matthew Goff Investment Advisor first reported a position in BSCO in Q4 2022 and held it in 6 quarters. The position peaked at $311K in Q1 2023. 356 funds tracked by Wall St. Rank hold BSCO as of Q2 2024.

  • Matthew Goff Investment Advisor reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 13,852 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2024, an estimated $290K.
  • Matthew Goff Investment Advisor first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 6 quarters.
  • Matthew Goff Investment Advisor's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $311K in Q1 2023.
  • 356 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2024.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2024, filed 22 Jul 2024.