SFG
BSCO

Sterling Financial Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Sterling Financial Group’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
-15,022
Closed -$314K – 68
2023
Q4 		$314K Hold
15,022
– – 0.19% 46
2023
Q3 		$311K Buy
15,022
+1,172
+8% +$24.2K 0.2% 45
2023
Q2 		$285K Buy
+13,850
New +$285K 0.19% 45

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $884M AUM 5.86% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Sterling Financial Group's BSCO Position: Q1 2024 in Review

Sterling Financial Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2024, closing a stake of 15,022 shares — an estimated $314K sold.

Sterling Financial Group first reported a position in BSCO in Q2 2023 and held it in 3 quarters. The position peaked at $314K in Q4 2023. 360 funds tracked by Wall St. Rank hold BSCO as of Q1 2024.

  • Sterling Financial Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Sterling Financial Group sold 15,022 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2024, an estimated $314K.
  • Sterling Financial Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2023 and held it in 3 quarters.
  • Sterling Financial Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $314K in Q4 2023.
  • 360 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2024.

Based on Sterling Financial Group's 13F filing for Q1 2024, filed 10 Apr 2024.