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

Next 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
2021 Q4	$12K	Buy	557 +124	+29%	+$2.72K	﹤0.01%	2130
2021 Q3	$10K	Hold	433	–	–	﹤0.01%	2039
2021 Q2	$10K	Hold	433	–	–	﹤0.01%	2003
2021 Q1	$10K	Hold	433	–	–	﹤0.01%	1895
2020 Q4	$10K	Hold	433	–	–	﹤0.01%	1795
2020 Q3	$10K	Buy	+433	New	+$9.63K	﹤0.01%	1647
2020 Q2	–	Sell	-361	Closed	-$7K	–	1948
2020 Q1	$7K	Hold	361	–	–	﹤0.01%	1635
2019 Q4	$8K	Hold	361	–	–	﹤0.01%	1856
2019 Q3	$8K	Hold	361	–	–	﹤0.01%	1789
2019 Q2	$8K	Buy	+361	New	+$7.54K	﹤0.01%	1767
2017 Q4	–	Sell	-176	Closed	-$4K	–	1473
2017 Q3	$4K	Hold	176	–	–	﹤0.01%	1503
2017 Q2	$4K	Hold	176	–	–	﹤0.01%	1632
2017 Q1	$4K	Hold	176	–	–	﹤0.01%	1586
2016 Q4	$4K	Buy	+176	New	+$3.65K	﹤0.01%	2026

Other funds holding BSCO

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 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

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

HPC

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

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

BCM

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

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Next Financial Group's BSCO Position: Q4 2021 in Review

Next Financial Group increased its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 29% in Q4 2021, buying an estimated $2.72K and bringing the position to 557 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

Next Financial Group first reported a position in BSCO in Q4 2016 and has held it in 14 quarters since. 261 funds tracked by Wall St. Rank hold BSCO as of Q4 2021.

Next Financial Group held 557 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $12K as of Q4 2021.
Next Financial Group bought 124 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2021, an estimated $2.72K.
Invesco BulletShares 2024 Corporate Bond ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2130 holding.
Next Financial Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2016 and has held it in 14 quarters since.
261 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.