RCM
BSCO

Raleigh Capital Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Raleigh Capital Management’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
-19,589
Closed -$403K – 940
2023
Q1 		$403K Sell
19,589
-540
-3% -$11.1K 0.2% 120
2022
Q4 		$412K Sell
20,129
-3,297
-14% -$67.4K 0.21% 113
2022
Q3 		$478K Buy
23,426
+1,202
+5% +$24.9K 0.28% 101
2022
Q2 		$461K Buy
22,224
+9,071
+69% +$189K 0.26% 105
2022
Q1 		$277K Buy
+13,153
New +$282K 0.15% 153

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $445B AUM 25.58% 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

Raleigh Capital Management's BSCO Position: Q2 2023 in Review

Raleigh Capital Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2023, closing a stake of 19,589 shares — an estimated $403K sold.

Raleigh Capital Management first reported a position in BSCO in Q1 2022 and held it in 5 quarters. The position peaked at $478K in Q3 2022. 363 funds tracked by Wall St. Rank hold BSCO as of Q2 2023.

  • Raleigh Capital Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Raleigh Capital Management sold 19,589 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2023, an estimated $403K.
  • Raleigh Capital Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2022 and held it in 5 quarters.
  • Raleigh Capital Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $478K in Q3 2022.
  • 363 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2023.

Based on Raleigh Capital Management's 13F filing for Q2 2023, filed 25 Jul 2023.