OBWG
BSCO

Onyx Bridge Wealth Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Onyx Bridge Wealth 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 		– Sell
-181,624
Closed -$3.75M – 266
2023
Q3 		$3.75M Sell
181,624
-981
-0.5% -$20.3K 0.88% 25
2023
Q2 		$3.76M Buy
+182,605
New +$3.76M 0.9% 25

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

Onyx Bridge Wealth Group's BSCO Position: Q4 2023 in Review

Onyx Bridge Wealth Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2023, closing a stake of 181,624 shares — an estimated $3.75M sold.

Onyx Bridge Wealth Group first reported a position in BSCO in Q2 2023 and held it in 2 quarters. The position peaked at $3.76M in Q2 2023. 366 funds tracked by Wall St. Rank hold BSCO as of Q4 2023.

  • Onyx Bridge Wealth Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 181,624 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2023, an estimated $3.75M.
  • Onyx Bridge Wealth Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
  • Onyx Bridge Wealth Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $3.76M in Q2 2023.
  • 366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2023, filed 31 Jan 2024.