Rockland Trust’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Rockland Trust’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
2022 Q4	–	Sell	-10,163	Closed	-$207K	–	305
2022 Q3	$207K	Sell	10,163 -3,082	-23%	-$63.8K	0.01%	272
2022 Q2	$275K	Sell	13,245 -7,779	-37%	-$162K	0.02%	247
2022 Q1	$443K	Buy	+21,024	New	+$450K	0.03%	225

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

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

MFWM

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

Rockland Trust's BSCO Position: Q4 2022 in Review

Rockland Trust sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2022, closing a stake of 10,163 shares — an estimated $207K sold.

Rockland Trust first reported a position in BSCO in Q1 2022 and held it in 3 quarters. The position peaked at $443K in Q1 2022. 371 funds tracked by Wall St. Rank hold BSCO as of Q4 2022.

Rockland Trust reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Rockland Trust sold 10,163 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2022, an estimated $207K.
Rockland Trust first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
Rockland Trust's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $443K in Q1 2022.
371 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2022.

Based on Rockland Trust's 13F filing for Q4 2022, filed 24 Jan 2023.