SWM
BSCO

Sugarloaf Wealth Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Sugarloaf Wealth Management’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
-20
Closed -$411 – 719
2023
Q4 		$411 Hold
20
– – ﹤0.01% 652
2023
Q3 		$404 Buy
20
+1
+5% +$21 ﹤0.01% 650
2023
Q2 		$399 Hold
19
– – ﹤0.01% 661
2023
Q1 		$397 Hold
19
– – ﹤0.01% 665
2022
Q4 		$392 Buy
+19
New +$388 ﹤0.01% 739

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 $1.59B AUM 26.56% 1-Year Est. Return

Sugarloaf Wealth Management's BSCO Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q1 2024, closing a stake of 20 shares — an estimated $411 sold.

Sugarloaf Wealth Management first reported a position in BSCO in Q4 2022 and held it in 5 quarters. The position peaked at $411 in Q4 2023. 360 funds tracked by Wall St. Rank hold BSCO as of Q1 2024.

  • Sugarloaf Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 20 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2024, an estimated $411.
  • Sugarloaf Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
  • Sugarloaf Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $411 in Q4 2023.
  • 360 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.