Squar Milner Financial Services’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-2,250	Closed	-$46K	–	756
2020 Q1	$46K	Hold	2,250	–	–	0.03%	364
2019 Q4	$48K	Buy	+2,250	New	+$48.2K	0.02%	412
2019 Q3	–	Sell	-5,111	Closed	-$109K	–	754
2019 Q2	$109K	Sell	5,111 -473	-8%	-$9.88K	0.07%	266
2019 Q1	$115K	Buy	5,584 +5,525	+9,364%	+$113K	0.08%	242
2018 Q4	$1K	Hold	59	–	–	﹤0.01%	726
2018 Q3	$1K	Buy	+59	New	+$1.19K	﹤0.01%	749

Other funds holding BSCO

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

MFWM

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

FFW

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

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

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Squar Milner Financial Services's BSCO Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2020, closing a stake of 2,250 shares — an estimated $46K sold.

Squar Milner Financial Services first reported a position in BSCO in Q3 2018 and held it in 6 quarters. The position peaked at $115K in Q1 2019. 187 funds tracked by Wall St. Rank hold BSCO as of Q2 2020.

Squar Milner Financial Services reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 2,250 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2020, an estimated $46K.
Squar Milner Financial Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2018 and held it in 6 quarters.
Squar Milner Financial Services's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $115K in Q1 2019.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.