Money Concepts Capital’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Money Concepts Capital’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	-6,291	Closed	-$129K	–	3044
2022 Q4	$129K	Buy	6,291 +277	+5%	+$5.66K	0.01%	871
2022 Q3	$123K	Hold	6,014	–	–	0.01%	534
2022 Q2	$125K	Buy	6,014 +640	+12%	+$13.4K	0.01%	525
2022 Q1	$113K	Buy	5,374 +488	+10%	+$10.4K	0.01%	943
2021 Q4	$107K	Buy	+4,886	New	+$107K	0.01%	543
2021 Q1	$108K	Hold	4,886	–	–	0.01%	510
2020 Q4	$109K	Buy	+4,886	New	+$109K	0.01%	461

Other funds holding BSCO

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $445B AUM 25.58% 1-Year Est. Return

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

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

HPC

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

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

Money Concepts Capital's BSCO Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2023, closing a stake of 6,291 shares — an estimated $129K sold.

Money Concepts Capital first reported a position in BSCO in Q4 2020 and held it in 7 quarters. The position peaked at $129K in Q4 2022. 366 funds tracked by Wall St. Rank hold BSCO as of Q1 2023.

Money Concepts Capital reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 6,291 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2023, an estimated $129K.
Money Concepts Capital first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Money Concepts Capital's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $129K in Q4 2022.
366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.