SHFP
BSCO

Second Half Financial Partners’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Second Half Financial Partners’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
2023
Q3 		– Sell
-13,256
Closed -$273K – 150
2023
Q2 		$273K Buy
+13,256
New +$273K 0.06% 129

Other funds holding BSCO

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UBS Group
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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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Second Half Financial Partners's BSCO Position: Q3 2023 in Review

Second Half Financial Partners sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2023, closing a stake of 13,256 shares — an estimated $273K sold.

Second Half Financial Partners first reported a position in BSCO in Q2 2023 and held it in 1 quarter. The position peaked at $273K in Q2 2023. 366 funds tracked by Wall St. Rank hold BSCO as of Q3 2023.

  • Second Half Financial Partners reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 13,256 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2023, an estimated $273K.
  • Second Half Financial Partners first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $273K in Q2 2023.
  • 366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.