SWA
BSCO

Sutton Wealth Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Sutton Wealth 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
2023
Q3 		$104K Sell
5,035
-242
-5% -$5K 0.05% 168
2023
Q2 		$109K Hold
5,277
– – 0.05% 160
2023
Q1 		$109K Buy
5,277
+2,378
+82% +$48.9K 0.06% 152
2022
Q4 		$59.4K Sell
2,899
-2,458
-46% -$50.2K 0.02% 344
2022
Q3 		$109K Sell
5,357
-1,619
-23% -$33.5K 0.04% 237
2022
Q2 		$145K Hold
6,976
– – 0.06% 199
2022
Q1 		$147K Sell
6,976
-973
-12% -$20.8K 0.05% 208
2021
Q4 		$174K Sell
7,949
-2,372
-23% -$52K 0.06% 195
2021
Q3 		$228K Hold
10,321
– – 0.08% 166
2021
Q2 		$229K Hold
10,321
– – 0.08% 166
2021
Q1 		$229K Sell
10,321
-489
-5% -$10.9K 0.09% 158
2020
Q4 		$242K Hold
10,810
– – 0.1% 139
2020
Q3 		$240K Hold
10,810
– – 0.12% 128
2020
Q2 		$238K Hold
10,810
– – 0.12% 123
2020
Q1 		$223K Buy
10,810
+248
+2% +$5.26K 0.14% 118
2019
Q4 		$227K Hold
10,562
– – 0.12% 139
2019
Q3 		$226K Hold
10,562
– – 0.13% 132
2019
Q2 		$224K Buy
10,562
+1,249
+13% +$26.1K 0.13% 128
2019
Q1 		$193K Buy
+9,313
New +$190K 0.11% 144

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sutton Wealth Advisors's BSCO Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 4.6% in Q3 2023, selling an estimated $5K and leaving 5,035 shares worth $104K. The position accounts for 0.05% of the portfolio, ranked #168.

Sutton Wealth Advisors first reported a position in BSCO in Q1 2019 and has held it in 19 quarters since. The position peaked at $242K in Q4 2020. 366 funds tracked by Wall St. Rank hold BSCO as of Q3 2023.

  • Sutton Wealth Advisors held 5,035 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $104K as of Q3 2023.
  • Sutton Wealth Advisors sold 242 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2023, an estimated $5K.
  • Invesco BulletShares 2024 Corporate Bond ETF made up 0.05% of Sutton Wealth Advisors's portfolio in Q3 2023, its #168 holding.
  • Sutton Wealth Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2019 and has held it in 19 quarters since.
  • Sutton Wealth Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $242K in Q4 2020.
  • 366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.