TWP
BSCO

Transparent Wealth Partners’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Transparent Wealth Partners’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
Q1 		$7.87M Buy
382,430
+3,666
+1% +$75.4K 5.76% 5
2022
Q4 		$7.76M Buy
378,764
+2,395
+0.6% +$48.9K 6.07% 5
2022
Q3 		$7.67M Buy
+376,369
New +$7.79M 6.46% 5

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Osaic Holdings
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

Transparent Wealth Partners's BSCO Position: Q1 2023 in Review

Transparent Wealth Partners increased its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 0.97% in Q1 2023, buying an estimated $75.4K and bringing the position to 382,430 shares worth $7.87M. The position accounts for 5.76% of the portfolio, ranked #5.

Transparent Wealth Partners first reported a position in BSCO in Q3 2022 and has held it in 3 quarters since. 366 funds tracked by Wall St. Rank hold BSCO as of Q1 2023.

  • Transparent Wealth Partners held 382,430 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $7.87M as of Q1 2023.
  • Transparent Wealth Partners bought 3,666 Invesco BulletShares 2024 Corporate Bond ETF shares in Q1 2023, an estimated $75.4K.
  • Invesco BulletShares 2024 Corporate Bond ETF made up 5.76% of Transparent Wealth Partners's portfolio in Q1 2023, its #5 holding.
  • Transparent Wealth Partners first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2022 and has held it in 3 quarters since.
  • 366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2023.

Based on Transparent Wealth Partners's 13F filing for Q1 2023, filed 13 Apr 2023.