SEEDPG
BSCO

S.E.E.D. Planning Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

S.E.E.D. Planning 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
-147,526
Closed -$3.08M – 91
2023
Q4 		$3.08M Sell
147,526
-353,939
-71% -$7.35M 1.24% 30
2023
Q3 		$10.4M Buy
501,465
+110,089
+28% +$2.27M 4% 2
2023
Q2 		$8.05M Buy
391,376
+9,196
+2% +$189K 2.83% 11
2023
Q1 		$7.87M Sell
382,180
-40,136
-10% -$825K 3.04% 9
2022
Q4 		$8.65M Buy
422,316
+43,129
+11% +$881K 3.75% 4
2022
Q3 		$7.73M Sell
379,187
-65,233
-15% -$1.35M 3.62% 4
2022
Q2 		$9.22M Sell
444,420
-86,666
-16% -$1.81M 4.17% 4
2022
Q1 		$11.2M Sell
531,086
-53,838
-9% -$1.15M 4.77% 4
2021
Q4 		$12.8M Buy
584,924
+18,132
+3% +$397K 5.54% 4
2021
Q3 		$12.5M Buy
566,792
+54,991
+11% +$1.22M 5.91% 4
2021
Q2 		$11.4M Buy
511,801
+32,764
+7% +$728K 5.59% 3
2021
Q1 		$10.6M Buy
479,037
+74,584
+18% +$1.66M 5.83% 3
2020
Q4 		$9.06M Buy
404,453
+69,723
+21% +$1.55M 5.44% 2
2020
Q3 		$7.42M Buy
334,730
+47,714
+17% +$1.06M 5.44% 5
2020
Q2 		$6.33M Buy
287,016
+36,150
+14% +$782K 4.95% 4
2020
Q1 		$5.18M Buy
+250,866
New +$5.32M 5.03% 6

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

S.E.E.D. Planning Group's BSCO Position: Q1 2024 in Review

S.E.E.D. Planning Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2024, closing a stake of 147,526 shares — an estimated $3.08M sold.

S.E.E.D. Planning Group first reported a position in BSCO in Q1 2020 and held it in 16 quarters. The position peaked at $12.8M in Q4 2021. 360 funds tracked by Wall St. Rank hold BSCO as of Q1 2024.

  • S.E.E.D. Planning Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • S.E.E.D. Planning Group sold 147,526 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2024, an estimated $3.08M.
  • S.E.E.D. Planning Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2020 and held it in 16 quarters.
  • S.E.E.D. Planning Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $12.8M in Q4 2021.
  • 360 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2024.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2024, filed 16 Apr 2024.