SFA
BSCO

Sequoia Financial Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Sequoia Financial Advisors’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
Q4 		– Sell
-24,836
Closed -$513K – 1246
2023
Q3 		$513K Hold
24,836
– – 0.01% 520
2023
Q2 		$511K Hold
24,836
– – 0.01% 514
2023
Q1 		$511K Buy
+24,836
New +$510K 0.01% 454

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sequoia Financial Advisors's BSCO Position: Q4 2023 in Review

Sequoia Financial Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2023, closing a stake of 24,836 shares — an estimated $513K sold.

Sequoia Financial Advisors first reported a position in BSCO in Q1 2023 and held it in 3 quarters. The position peaked at $513K in Q3 2023. 366 funds tracked by Wall St. Rank hold BSCO as of Q4 2023.

  • Sequoia Financial Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sequoia Financial Advisors sold 24,836 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2023, an estimated $513K.
  • Sequoia Financial Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
  • Sequoia Financial Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $513K in Q3 2023.
  • 366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2023.

Based on Sequoia Financial Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.