SWM
BSCO

SigFig Wealth Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

SigFig Wealth 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
Q2 		– Sell
-10,991
Closed -$230K – 134
2024
Q1 		$230K Buy
+10,991
New +$230K 0.01% 125

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

SigFig Wealth Management's BSCO Position: Q2 2024 in Review

SigFig Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2024, closing a stake of 10,991 shares — an estimated $230K sold.

SigFig Wealth Management first reported a position in BSCO in Q1 2024 and held it in 1 quarter. The position peaked at $230K in Q1 2024. 356 funds tracked by Wall St. Rank hold BSCO as of Q2 2024.

  • SigFig Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • SigFig Wealth Management sold 10,991 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2024, an estimated $230K.
  • SigFig Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • SigFig Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $230K in Q1 2024.
  • 356 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2024.

Based on SigFig Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.