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

Meridian 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
2023 Q3	–	Sell	-11,418	Closed	-$235K	–	565
2023 Q2	$235K	Sell	11,418 -4,182	-27%	-$86.2K	0.02%	489
2023 Q1	$321K	Sell	15,600 -1,389	-8%	-$28.6K	0.03%	413
2022 Q4	$348K	Hold	16,989	–	–	0.03%	381
2022 Q3	$346K	Sell	16,989 -77,178	-82%	-$1.6M	0.04%	339
2022 Q2	$1.95M	Buy	+94,167	New	+$1.97M	0.16%	150

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

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Meridian Wealth Management's BSCO Position: Q3 2023 in Review

Meridian Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2023, closing a stake of 11,418 shares — an estimated $235K sold.

Meridian Wealth Management first reported a position in BSCO in Q2 2022 and held it in 5 quarters. The position peaked at $1.95M in Q2 2022. 366 funds tracked by Wall St. Rank hold BSCO as of Q3 2023.

Meridian Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Meridian Wealth Management sold 11,418 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2023, an estimated $235K.
Meridian Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2022 and held it in 5 quarters.
Meridian Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.95M in Q2 2022.
366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2023.

Based on Meridian Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.