Smith & Howard Wealth Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Smith & Howard 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
2022 Q3	–	Sell	-13,996	Closed	-$290K	–	73
2022 Q2	$290K	Buy	+13,996	New	+$292K	0.12%	57

Other funds holding BSCO

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Smith & Howard Wealth Management's BSCO Position: Q3 2022 in Review

Smith & Howard Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2022, closing a stake of 13,996 shares — an estimated $290K sold.

Smith & Howard Wealth Management first reported a position in BSCO in Q2 2022 and held it in 1 quarter. The position peaked at $290K in Q2 2022. 328 funds tracked by Wall St. Rank hold BSCO as of Q3 2022.

Smith & Howard Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Smith & Howard Wealth Management sold 13,996 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2022, an estimated $290K.
Smith & Howard Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
Smith & Howard Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $290K in Q2 2022.
328 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2022.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.