MFS
BSCO

MSI Financial Services’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

MSI Financial Services’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
2016
Q4 		$352K Buy
17,245
+17,140
+16,324% +$355K 0.01% 846
2016
Q3 		$2K Buy
+105
New +$2.24K ﹤0.01% 3554

Other funds holding BSCO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MSI Financial Services's BSCO Position: Q4 2016 in Review

MSI Financial Services increased its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 16,324% in Q4 2016, buying an estimated $355K and bringing the position to 17,245 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #846.

MSI Financial Services first reported a position in BSCO in Q3 2016 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold BSCO as of Q4 2016.

  • MSI Financial Services held 17,245 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $352K as of Q4 2016.
  • MSI Financial Services bought 17,140 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2016, an estimated $355K.
  • Invesco BulletShares 2024 Corporate Bond ETF made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #846 holding.
  • MSI Financial Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2016 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.