Secure Asset Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Secure Asset Management’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 Q3	–	Sell	-108,353	Closed	-$2.28M	–	326
2024 Q2	$2.28M	Buy	108,353 +3,597	+3%	+$75.7K	0.43%	45
2024 Q1	$2.2M	Buy	104,756 +2,803	+3%	+$58.7K	0.52%	35
2023 Q4	$2.13M	Buy	101,953 +1,191	+1%	+$24.7K	0.57%	38
2023 Q3	$2.08M	Sell	100,762 -5,987	-6%	-$124K	0.62%	34
2023 Q2	$2.2M	Buy	106,749 +8,159	+8%	+$168K	0.67%	34
2023 Q1	$2.03M	Buy	98,590 +8,722	+10%	+$179K	0.68%	36
2022 Q4	$1.84M	Buy	89,868 +53,547	+147%	+$1.09M	0.66%	35
2022 Q3	$741K	Buy	36,321 +6,811	+23%	+$141K	0.42%	44
2022 Q2	$612K	Buy	+29,510	New	+$616K	0.34%	58

Other funds holding BSCO

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Secure Asset Management's BSCO Position: Q3 2024 in Review

Secure Asset Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2024, closing a stake of 108,353 shares — an estimated $2.28M sold.

Secure Asset Management first reported a position in BSCO in Q2 2022 and held it in 9 quarters. The position peaked at $2.28M in Q2 2024. 354 funds tracked by Wall St. Rank hold BSCO as of Q3 2024.

Secure Asset Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Secure Asset Management sold 108,353 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2024, an estimated $2.28M.
Secure Asset Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2022 and held it in 9 quarters.
Secure Asset Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $2.28M in Q2 2024.
354 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2024.

Based on Secure Asset Management's 13F filing for Q3 2024, filed 16 Oct 2024.