SL
BSCO

Salomon & Ludwin’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Salomon & Ludwin’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
-11,880
Closed -$246K – 890
2023
Q4 		$246K Hold
11,880
– – 0.03% 163
2023
Q3 		$246K Buy
+11,880
New +$245K 0.03% 163

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 $1.59B AUM 26.56% 1-Year Est. Return

Salomon & Ludwin's BSCO Position: Q1 2024 in Review

Salomon & Ludwin sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2024, closing a stake of 11,880 shares — an estimated $246K sold.

Salomon & Ludwin first reported a position in BSCO in Q3 2023 and held it in 2 quarters. The position peaked at $246K in Q4 2023. 360 funds tracked by Wall St. Rank hold BSCO as of Q1 2024.

  • Salomon & Ludwin reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 11,880 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2024, an estimated $246K.
  • Salomon & Ludwin first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2023 and held it in 2 quarters.
  • Salomon & Ludwin's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $246K in Q4 2023.
  • 360 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2024.

Based on Salomon & Ludwin's 13F filing for Q1 2024, filed 2 May 2024.