SBL
BSCO

Sargent Bickham Lagudis’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Sargent Bickham Lagudis’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 		$398K Sell
19,449
-847
-4% -$17.3K 0.03% 206
2022
Q3 		$414K Sell
20,296
-1,923
-9% -$39.8K 0.04% 184
2022
Q2 		$461K Sell
22,219
-1,256
-5% -$26.2K 0.04% 187
2022
Q1 		$494K Buy
23,475
+1,651
+8% +$35.3K 0.04% 183
2021
Q4 		$476K Sell
21,824
-906
-4% -$19.9K 0.04% 179
2021
Q3 		$503K Buy
22,730
+5
+0% +$111 0.04% 168
2021
Q2 		$504K Buy
22,725
+5
+0% +$111 0.04% 169
2021
Q1 		$504K Sell
22,720
-7,903
-26% -$176K 0.04% 159
2020
Q4 		$686K Buy
30,623
+4,486
+17% +$99.9K 0.06% 134
2020
Q3 		$580K Buy
26,137
+641
+3% +$14.3K 0.06% 132
2020
Q2 		$562K Hold
25,496
– – 0.06% 132
2020
Q1 		$526K Buy
25,496
+372
+1% +$7.9K 0.07% 145
2019
Q4 		$539K Sell
25,124
-628
-2% -$13.5K 0.06% 139
2019
Q3 		$552K Hold
25,752
– – 0.07% 132
2019
Q2 		$547K Hold
25,752
– – 0.07% 136
2019
Q1 		$534K Hold
25,752
– – 0.06% 145
2018
Q4 		$514K Buy
25,752
+9,543
+59% +$190K 0.07% 136
2018
Q3 		$326K Hold
16,209
– – 0.04% 167
2018
Q2 		$325K Hold
16,209
– – 0.04% 159
2018
Q1 		$329K Buy
16,209
+6,031
+59% +$123K 0.04% 159
2017
Q4 		$213K Hold
10,178
– – 0.03% 209
2017
Q3 		$213K Hold
10,178
– – 0.03% 211
2017
Q2 		$212K Hold
10,178
– – 0.03% 201
2017
Q1 		$209K Buy
10,178
+4,905
+93% +$100K 0.03% 202
2016
Q4 		$108K Hold
5,273
– – 0.02% 253
2016
Q3 		$113 Buy
5,273
+4,974
+1,664% +$106K 0.02% 256
2016
Q2 		$6K Hold
299
– – ﹤0.01% 600
2016
Q1 		$6K Buy
+299
New +$5.99K ﹤0.01% 620

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

Sargent Bickham Lagudis's BSCO Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 4.2% in Q4 2022, selling an estimated $17.3K and leaving 19,449 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #206.

Sargent Bickham Lagudis first reported a position in BSCO in Q1 2016 and has held it in 28 quarters since. The position peaked at $686K in Q4 2020. 371 funds tracked by Wall St. Rank hold BSCO as of Q4 2022.

  • Sargent Bickham Lagudis held 19,449 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $398K as of Q4 2022.
  • Sargent Bickham Lagudis sold 847 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2022, an estimated $17.3K.
  • Invesco BulletShares 2024 Corporate Bond ETF made up 0.03% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #206 holding.
  • Sargent Bickham Lagudis first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $686K in Q4 2020.
  • 371 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.