Retirement Income Solutions’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Retirement Income Solutions’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 Q1	–	Sell	-31,175	Closed	-$639K	–	141
2022 Q4	$639K	Sell	31,175 -10,380	-25%	-$212K	0.2%	56
2022 Q3	$848K	Hold	41,555	–	–	0.3%	42
2022 Q2	$862K	Hold	41,555	–	–	0.31%	40
2022 Q1	$876K	Hold	41,555	–	–	0.24%	40
2021 Q4	$907K	Sell	41,555 -5,848	-12%	-$128K	0.24%	37
2021 Q3	$1.05M	Hold	47,403	–	–	0.35%	36
2021 Q2	$1.05M	Sell	47,403 -2,790	-6%	-$62K	0.36%	36
2021 Q1	$1.11M	Hold	50,193	–	–	0.38%	34
2020 Q4	$1.12M	Hold	50,193	–	–	0.41%	31
2020 Q3	$1.11M	Buy	50,193 +3,971	+9%	+$88.3K	0.49%	30
2020 Q2	$1.02M	Hold	46,222	–	–	0.43%	32
2020 Q1	$954K	Hold	46,222	–	–	0.54%	25
2019 Q4	$992K	Hold	46,222	–	–	0.41%	28
2019 Q3	$991K	Hold	46,222	–	–	0.53%	22
2019 Q2	$982K	Buy	46,222 +30,895	+202%	+$645K	0.52%	22
2019 Q1	$318K	Hold	15,327	–	–	0.18%	53
2018 Q4	$306K	Buy	15,327 +3,265	+27%	+$65K	0.2%	49
2018 Q3	$242K	Buy	+12,062	New	+$243K	0.14%	61

Other funds holding BSCO

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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

Retirement Income Solutions's BSCO Position: Q1 2023 in Review

Retirement Income Solutions sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2023, closing a stake of 31,175 shares — an estimated $639K sold.

Retirement Income Solutions first reported a position in BSCO in Q3 2018 and held it in 18 quarters. The position peaked at $1.12M in Q4 2020. 366 funds tracked by Wall St. Rank hold BSCO as of Q1 2023.

Retirement Income Solutions reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Retirement Income Solutions sold 31,175 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2023, an estimated $639K.
Retirement Income Solutions first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2018 and held it in 18 quarters.
Retirement Income Solutions's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.12M in Q4 2020.
366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2023.

Based on Retirement Income Solutions's 13F filing for Q1 2023, filed 5 May 2023.