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

Tradition 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
2022 Q4	–	Sell	-1,204	Closed	-$25K	–	1222
2022 Q3	$25K	Buy	+1,204	New	+$24.9K	﹤0.01%	708
2021 Q2	–	Sell	-3,481	Closed	-$77K	–	1184
2021 Q1	$77K	Hold	3,481	–	–	0.01%	358
2020 Q4	$78K	Buy	+3,481	New	+$77.5K	0.02%	334

Other funds holding BSCO

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Tradition Wealth Management's BSCO Position: Q4 2022 in Review

Tradition Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2022, closing a stake of 1,204 shares — an estimated $25K sold.

Tradition Wealth Management first reported a position in BSCO in Q4 2020 and held it in 3 quarters. The position peaked at $78K in Q4 2020. 371 funds tracked by Wall St. Rank hold BSCO as of Q4 2022.

Tradition Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Tradition Wealth Management sold 1,204 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2022, an estimated $25K.
Tradition Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
Tradition Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $78K in Q4 2020.
371 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.