SWA
BSCO

SOA Wealth Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

SOA Wealth 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
2022
Q4 		– Sell
-750
Closed -$15K – 1020
2022
Q3 		$15K Buy
+750
New +$15.5K ﹤0.01% 445

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

SOA Wealth Advisors's BSCO Position: Q4 2022 in Review

SOA Wealth Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2022, closing a stake of 750 shares — an estimated $15K sold.

SOA Wealth Advisors first reported a position in BSCO in Q3 2022 and held it in 1 quarter. The position peaked at $15K in Q3 2022. 371 funds tracked by Wall St. Rank hold BSCO as of Q4 2022.

  • SOA Wealth Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 750 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2022, an estimated $15K.
  • SOA Wealth Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • SOA Wealth Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $15K in Q3 2022.
  • 371 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.