NFG
BSCO

Nations Financial Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Nations Financial 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
2024
Q3 		– Sell
-10,260
Closed -$216K – 696
2024
Q2 		$216K Sell
10,260
-11,791
-53% -$248K 0.02% 595
2024
Q1 		$462K Buy
22,051
+361
+2% +$7.56K 0.04% 427
2023
Q4 		$453K Buy
21,690
+1,713
+9% +$35.6K 0.04% 409
2023
Q3 		$413K Buy
19,977
+7
+0% +$145 0.04% 412
2023
Q2 		$411K Buy
19,970
+977
+5% +$20.1K 0.04% 423
2023
Q1 		$391K Buy
18,993
+7
+0% +$144 0.04% 421
2022
Q4 		$389K Buy
18,986
+1,261
+7% +$25.8K 0.04% 411
2022
Q3 		$361K Sell
17,725
-844
-5% -$17.5K 0.05% 365
2022
Q2 		$385K Buy
18,569
+5
+0% +$104 0.05% 356
2022
Q1 		$391K Buy
18,564
+4
+0% +$86 0.05% 366
2021
Q4 		$405K Buy
18,560
+6
+0% +$132 0.05% 329
2021
Q3 		$410K Buy
18,554
+7,805
+73% +$173K 0.06% 300
2021
Q2 		$239K Buy
+10,749
New +$239K 0.04% 364

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Nations Financial Group's BSCO Position: Q3 2024 in Review

Nations Financial Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2024, closing a stake of 10,260 shares — an estimated $216K sold.

Nations Financial Group first reported a position in BSCO in Q2 2021 and held it in 13 quarters. The position peaked at $462K in Q1 2024. 354 funds tracked by Wall St. Rank hold BSCO as of Q3 2024.

  • Nations Financial Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Nations Financial Group sold 10,260 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2024, an estimated $216K.
  • Nations Financial Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2021 and held it in 13 quarters.
  • Nations Financial Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $462K in Q1 2024.
  • 354 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2024.

Based on Nations Financial Group's 13F filing for Q3 2024, filed 4 Nov 2024.