PCA
BSCO

Prosperity Capital Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Prosperity Capital 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
2024
Q2 		– Sell
-10,172
Closed -$213K – 364
2024
Q1 		$213K Sell
10,172
-1,613
-14% -$33.8K 0.03% 310
2023
Q4 		$246K Buy
11,785
+511
+5% +$10.6K 0.03% 232
2023
Q3 		$233K Sell
11,274
-7,760
-41% -$160K 0.03% 213
2023
Q2 		$392K Buy
19,034
+1,742
+10% +$35.9K 0.05% 162
2023
Q1 		$356K Sell
17,292
-39
-0.2% -$802 0.06% 149
2022
Q4 		$355K Buy
+17,331
New +$354K 0.11% 125

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Prosperity Capital Advisors's BSCO Position: Q2 2024 in Review

Prosperity Capital Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2024, closing a stake of 10,172 shares — an estimated $213K sold.

Prosperity Capital Advisors first reported a position in BSCO in Q4 2022 and held it in 6 quarters. The position peaked at $392K in Q2 2023. 356 funds tracked by Wall St. Rank hold BSCO as of Q2 2024.

  • Prosperity Capital Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Prosperity Capital Advisors sold 10,172 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2024, an estimated $213K.
  • Prosperity Capital Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 6 quarters.
  • Prosperity Capital Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $392K in Q2 2023.
  • 356 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2024.

Based on Prosperity Capital Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.