SHJ
BSCO

Sharkey, Howes & Javer’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Sharkey, Howes & Javer’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
2019
Q3 		– Sell
-1,299
Closed -$28K – 188
2019
Q2 		$28K Hold
1,299
– – 0.01% 128
2019
Q1 		$27K Hold
1,299
– – 0.01% 130
2018
Q4 		$26K Hold
1,299
– – 0.02% 125
2018
Q3 		$26K Hold
1,299
– – 0.01% 136
2018
Q2 		$26K Hold
1,299
– – 0.01% 130
2018
Q1 		$26K Hold
1,299
– – 0.01% 118
2017
Q4 		$27K Hold
1,299
– – 0.02% 116
2017
Q3 		$27K Sell
1,299
-720
-36% -$15.1K 0.01% 115
2017
Q2 		$42K Hold
2,019
– – 0.02% 94
2017
Q1 		$42K Hold
2,019
– – 0.02% 101
2016
Q4 		$41K Hold
2,019
– – 0.02% 105
2016
Q3 		$43K Sell
2,019
-2,505
-55% -$53.3K 0.03% 98
2016
Q2 		$96K Hold
4,524
– – 0.06% 66
2016
Q1 		$93K Buy
4,524
+2,019
+81% +$40.4K 0.07% 60
2015
Q4 		$50K Buy
+2,505
New +$50.4K 0.03% 91

Other funds holding BSCO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Sharkey, Howes & Javer's BSCO Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2019, closing a stake of 1,299 shares — an estimated $28K sold.

Sharkey, Howes & Javer first reported a position in BSCO in Q4 2015 and held it in 15 quarters. The position peaked at $96K in Q2 2016. 137 funds tracked by Wall St. Rank hold BSCO as of Q3 2019.

  • Sharkey, Howes & Javer reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 1,299 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2019, an estimated $28K.
  • Sharkey, Howes & Javer first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2015 and held it in 15 quarters.
  • Sharkey, Howes & Javer's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $96K in Q2 2016.
  • 137 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.