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BSCO

TPG Financial Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

TPG Financial 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
2024
Q3 		– Sell
-15,419
Closed -$325K – 72
2024
Q2 		$325K Buy
+15,419
New +$324K 0.15% 51
2023
Q4 		$322K Buy
15,416
+533
+4% +$11.1K 0.16% 51
2023
Q3 		$308K Buy
14,883
+275
+2% +$5.68K 0.16% 46
2023
Q2 		$300K Buy
14,608
+741
+5% +$15.3K 0.16% 43
2023
Q1 		$286K Buy
+13,867
New +$285K 0.16% 42

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

TPG Financial Advisors's BSCO Position: Q3 2024 in Review

TPG Financial Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2024, closing a stake of 15,419 shares — an estimated $325K sold.

TPG Financial Advisors first reported a position in BSCO in Q1 2023 and held it in 5 quarters. The position peaked at $325K in Q2 2024. 354 funds tracked by Wall St. Rank hold BSCO as of Q3 2024.

  • TPG Financial Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • TPG Financial Advisors sold 15,419 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2024, an estimated $325K.
  • TPG Financial Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2023 and held it in 5 quarters.
  • TPG Financial Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $325K in Q2 2024.
  • 354 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2024.

Based on TPG Financial Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.