MSCM
BSCO

McElhenny Sheffield Capital Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-3,830
Closed -$78.5K – 646
2022
Q4 		$78.5K Buy
+3,830
New +$78.2K 0.04% 144

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Bank of America
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LPL Financial
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UBS Group
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Ameriprise
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HPC
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

McElhenny Sheffield Capital Management's BSCO Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2023, closing a stake of 3,830 shares — an estimated $78.5K sold.

McElhenny Sheffield Capital Management first reported a position in BSCO in Q4 2022 and held it in 1 quarter. The position peaked at $78.5K in Q4 2022. 366 funds tracked by Wall St. Rank hold BSCO as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 3,830 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2023, an estimated $78.5K.
  • McElhenny Sheffield Capital Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $78.5K in Q4 2022.
  • 366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.