Private Vista’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Private Vista’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
2020 Q2	$15.2M	Buy	688,085 +131,480	+24%	+$2.84M	7.34%	3
2020 Q1	$11.5M	Sell	556,605 -697,725	-56%	-$14.8M	4.34%	4
2019 Q4	$26.9M	Buy	1,254,330 +128,844	+11%	+$2.76M	7.26%	4
2019 Q3	$24.1M	Buy	1,125,486 +41,723	+4%	+$890K	6.4%	4
2019 Q2	$23M	Buy	1,083,763 +195,021	+22%	+$4.07M	5.76%	4
2019 Q1	$18.4M	Buy	+888,742	New	+$18.1M	4.53%	6

Other funds holding BSCO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFWM

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

FFW

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Private Vista's BSCO Position: Q2 2020 in Review

Private Vista increased its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 24% in Q2 2020, buying an estimated $2.84M and bringing the position to 688,085 shares worth $15.2M. The position accounts for 7.34% of the portfolio, ranked #3.

Private Vista first reported a position in BSCO in Q1 2019 and has held it in 6 quarters since. The position peaked at $26.9M in Q4 2019. 187 funds tracked by Wall St. Rank hold BSCO as of Q2 2020.

Private Vista held 688,085 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $15.2M as of Q2 2020.
Private Vista bought 131,480 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2020, an estimated $2.84M.
Invesco BulletShares 2024 Corporate Bond ETF made up 7.34% of Private Vista's portfolio in Q2 2020, its #3 holding.
Private Vista first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2019 and has held it in 6 quarters since.
Private Vista's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $26.9M in Q4 2019.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.