Moisand Fitzgerald Tamayo’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Moisand Fitzgerald Tamayo’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
2021 Q2	–	Sell	-206	Closed	-$5K	–	434
2021 Q1	$5K	Hold	206	–	–	﹤0.01%	270
2020 Q4	$5K	Hold	206	–	–	﹤0.01%	270
2020 Q3	$5K	Hold	206	–	–	﹤0.01%	252
2020 Q2	$5K	Buy	+206	New	+$4.46K	﹤0.01%	229

Other funds holding BSCO

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

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

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

Moisand Fitzgerald Tamayo's BSCO Position: Q2 2021 in Review

Moisand Fitzgerald Tamayo sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2021, closing a stake of 206 shares — an estimated $5K sold.

Moisand Fitzgerald Tamayo first reported a position in BSCO in Q2 2020 and held it in 4 quarters. The position peaked at $5K in Q1 2021. 232 funds tracked by Wall St. Rank hold BSCO as of Q2 2021.

Moisand Fitzgerald Tamayo reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 206 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2021, an estimated $5K.
Moisand Fitzgerald Tamayo first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2020 and held it in 4 quarters.
Moisand Fitzgerald Tamayo's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $5K in Q1 2021.
232 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2021.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2021, filed 3 Aug 2021.