SFA
BSCO

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

Souders 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
2024
Q1 		– Sell
-162,765
Closed -$3.4M – 168
2023
Q4 		$3.4M Buy
162,765
+5,084
+3% +$106K 0.58% 49
2023
Q3 		$3.26M Buy
157,681
+4,693
+3% +$96.9K 0.63% 48
2023
Q2 		$3.15M Buy
152,988
+476
+0.3% +$9.81K 0.6% 47
2023
Q1 		$3.14M Buy
152,512
+11,835
+8% +$243K 0.67% 47
2022
Q4 		$2.88M Buy
140,677
+10,771
+8% +$220K 0.66% 48
2022
Q3 		$2.65M Sell
129,906
-1,184
-0.9% -$24.5K 0.72% 43
2022
Q2 		$2.72M Buy
131,090
+7,191
+6% +$150K 0.78% 37
2022
Q1 		$2.61M Buy
123,899
+6,472
+6% +$139K 0.75% 45
2021
Q4 		$2.56M Buy
117,427
+5,863
+5% +$129K 0.74% 47
2021
Q3 		$2.47M Buy
111,564
+5,293
+5% +$117K 0.8% 45
2021
Q2 		$2.36M Buy
106,271
+39,650
+60% +$881K 0.79% 45
2021
Q1 		$1.48M Buy
66,621
+739
+1% +$16.5K 0.58% 51
2020
Q4 		$1.48M Buy
65,882
+1,469
+2% +$32.7K 0.64% 47
2020
Q3 		$1.43M Buy
64,413
+7,843
+14% +$174K 0.68% 45
2020
Q2 		$1.25M Buy
+56,570
New +$1.22M 0.71% 45

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Souders Financial Advisors's BSCO Position: Q1 2024 in Review

Souders Financial Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2024, closing a stake of 162,765 shares — an estimated $3.4M sold.

Souders Financial Advisors first reported a position in BSCO in Q2 2020 and held it in 15 quarters. The position peaked at $3.4M in Q4 2023. 360 funds tracked by Wall St. Rank hold BSCO as of Q1 2024.

  • Souders Financial Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Souders Financial Advisors sold 162,765 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2024, an estimated $3.4M.
  • Souders Financial Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2020 and held it in 15 quarters.
  • Souders Financial Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $3.4M in Q4 2023.
  • 360 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2024.

Based on Souders Financial Advisors's 13F filing for Q1 2024, filed 8 May 2024.