OWA
BSCO

Outlook Wealth Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Outlook Wealth Advisors’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
Q2 		– Sell
-107,361
Closed -$2.21M – 221
2023
Q1 		$2.21M Sell
107,361
-1,968
-2% -$40.5K 0.98% 24
2022
Q4 		$2.24M Sell
109,329
-3,086
-3% -$63K 1.06% 19
2022
Q3 		$2.29M Sell
112,415
-4,407
-4% -$91.2K 1.03% 24
2022
Q2 		$2.42M Buy
116,822
+48,198
+70% +$1.01M 0.99% 24
2022
Q1 		$1.45M Buy
+68,624
New +$1.47M 0.48% 49

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Outlook Wealth Advisors's BSCO Position: Q2 2023 in Review

Outlook Wealth Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2023, closing a stake of 107,361 shares — an estimated $2.21M sold.

Outlook Wealth Advisors first reported a position in BSCO in Q1 2022 and held it in 5 quarters. The position peaked at $2.42M in Q2 2022. 363 funds tracked by Wall St. Rank hold BSCO as of Q2 2023.

  • Outlook Wealth Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Outlook Wealth Advisors sold 107,361 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2023, an estimated $2.21M.
  • Outlook Wealth Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2022 and held it in 5 quarters.
  • Outlook Wealth Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $2.42M in Q2 2022.
  • 363 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2023.

Based on Outlook Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.