SCFS
BSCO

S.C. Financial Services’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

S.C. Financial Services’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 		$217K Buy
10,604
+733
+7% +$15K 0.33% 107
2022
Q3 		$201K Buy
+9,871
New +$204K 0.32% 109

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
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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
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

S.C. Financial Services's BSCO Position: Q4 2022 in Review

S.C. Financial Services increased its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 7.4% in Q4 2022, buying an estimated $15K and bringing the position to 10,604 shares worth $217K. The position accounts for 0.33% of the portfolio, ranked #107.

S.C. Financial Services first reported a position in BSCO in Q3 2022 and has held it in 2 quarters since. 371 funds tracked by Wall St. Rank hold BSCO as of Q4 2022.

  • S.C. Financial Services held 10,604 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $217K as of Q4 2022.
  • S.C. Financial Services bought 733 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2022, an estimated $15K.
  • Invesco BulletShares 2024 Corporate Bond ETF made up 0.33% of S.C. Financial Services's portfolio in Q4 2022, its #107 holding.
  • S.C. Financial Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2022 and has held it in 2 quarters since.
  • 371 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.