Patriot Financial Group Insurance Agency’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-2,860	Closed	-$59K	–	2033
2022 Q2	$59K	Buy	2,860 +519	+22%	+$10.8K	0.01%	683
2022 Q1	$49K	Buy	2,341 +256	+12%	+$5.48K	0.01%	788
2021 Q4	$46K	Buy	2,085 +666	+47%	+$14.6K	0.01%	904
2021 Q3	$31K	Sell	1,419 -97	-6%	-$2.15K	0.01%	1039
2021 Q2	$34K	Buy	1,516 +94	+7%	+$2.09K	0.01%	977
2021 Q1	$32K	Buy	1,422 +7	+0.5%	+$156	0.01%	935
2020 Q4	$32K	Buy	1,415 +79	+6%	+$1.76K	0.01%	838
2020 Q3	$30K	Buy	1,336 +11	+0.8%	+$245	0.01%	675
2020 Q2	$29K	Buy	+1,325	New	+$28.7K	0.01%	656

Other funds holding BSCO

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BSCO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2022, closing a stake of 2,860 shares — an estimated $59K sold.

Patriot Financial Group Insurance Agency first reported a position in BSCO in Q2 2020 and held it in 9 quarters. The position peaked at $59K in Q2 2022. 328 funds tracked by Wall St. Rank hold BSCO as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 2,860 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2022, an estimated $59K.
Patriot Financial Group Insurance Agency first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $59K in Q2 2022.
328 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.