MAWAG
BSCO

Mid-American Wealth Advisory Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Mid-American Wealth Advisory Group’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
-90,738
Closed -$1.87M – 77
2023
Q2 		$1.87M Buy
+90,738
New +$1.87M 1.46% 19

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
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

Mid-American Wealth Advisory Group's BSCO Position: Q3 2023 in Review

Mid-American Wealth Advisory Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2023, closing a stake of 90,738 shares — an estimated $1.87M sold.

Mid-American Wealth Advisory Group first reported a position in BSCO in Q2 2023 and held it in 1 quarter. The position peaked at $1.87M in Q2 2023. 366 funds tracked by Wall St. Rank hold BSCO as of Q3 2023.

  • Mid-American Wealth Advisory Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 90,738 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2023, an estimated $1.87M.
  • Mid-American Wealth Advisory Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.87M in Q2 2023.
  • 366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2023.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2023, filed 10 Oct 2023.