RFG
BSCO

RFP Financial Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

RFP Financial Group’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
Q1 		– Sell
-3,625
Closed -$75.7K – 968
2023
Q4 		$75.7K Hold
3,625
– – 0.03% 165
2023
Q3 		$74.9K Hold
3,625
– – 0.03% 170
2023
Q2 		$74.6K Buy
+3,625
New +$74.7K 0.03% 179
2023
Q1 		– Sell
-3,625
Closed -$74.3K – 876
2022
Q4 		$74.3K Buy
+3,625
New +$74.1K 0.03% 154

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

RFP Financial Group's BSCO Position: Q1 2024 in Review

RFP Financial Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2024, closing a stake of 3,625 shares — an estimated $75.7K sold.

RFP Financial Group first reported a position in BSCO in Q4 2022 and held it in 4 quarters. The position peaked at $75.7K in Q4 2023. 360 funds tracked by Wall St. Rank hold BSCO as of Q1 2024.

  • RFP Financial Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • RFP Financial Group sold 3,625 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2024, an estimated $75.7K.
  • RFP Financial Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $75.7K in Q4 2023.
  • 360 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2024.

Based on RFP Financial Group's 13F filing for Q1 2024, filed 9 May 2024.