SFG
BSCO

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

StrategIQ 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
2023
Q4 		$272K Buy
13,005
+1,015
+8% +$21.1K 0.03% 268
2023
Q3 		$248K Buy
+11,990
New +$248K 0.03% 270

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

StrategIQ Financial Group's BSCO Position: Q4 2023 in Review

StrategIQ Financial Group increased its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 8.5% in Q4 2023, buying an estimated $21.1K and bringing the position to 13,005 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #268.

StrategIQ Financial Group first reported a position in BSCO in Q3 2023 and has held it in 2 quarters since. 366 funds tracked by Wall St. Rank hold BSCO as of Q4 2023.

  • StrategIQ Financial Group held 13,005 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $272K as of Q4 2023.
  • StrategIQ Financial Group bought 1,015 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2023, an estimated $21.1K.
  • Invesco BulletShares 2024 Corporate Bond ETF made up 0.03% of StrategIQ Financial Group's portfolio in Q4 2023, its #268 holding.
  • StrategIQ Financial Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • 366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.