NSG
BSCO

Nalls Sherbakoff Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Nalls Sherbakoff 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
Q4 		$433K Buy
20,731
+23
+0.1% +$478 0.39% 46
2023
Q3 		$428K Sell
20,708
-605
-3% -$12.5K 0.42% 43
2023
Q2 		$438K Buy
21,313
+15
+0.1% +$309 0.43% 44
2023
Q1 		$438K Buy
+21,298
New +$438K 0.44% 43
2018
Q4 		$67K Buy
+3,378
New +$67.2K 0.11% 115

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nalls Sherbakoff Group's BSCO Position: Q4 2023 in Review

Nalls Sherbakoff Group increased its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 0.11% in Q4 2023, buying an estimated $478 and bringing the position to 20,731 shares worth $433K. The position accounts for 0.39% of the portfolio, ranked #46.

Nalls Sherbakoff Group first reported a position in BSCO in Q4 2018 and has held it in 5 quarters since. The position peaked at $438K in Q1 2023. 366 funds tracked by Wall St. Rank hold BSCO as of Q4 2023.

  • Nalls Sherbakoff Group held 20,731 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $433K as of Q4 2023.
  • Nalls Sherbakoff Group bought 23 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2023, an estimated $478.
  • Invesco BulletShares 2024 Corporate Bond ETF made up 0.39% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #46 holding.
  • Nalls Sherbakoff Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2018 and has held it in 5 quarters since.
  • Nalls Sherbakoff Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $438K in Q1 2023.
  • 366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.