Treasure Coast Financial Planning’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Treasure Coast Financial Planning’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 Q4	–	Sell	-368,870	Closed	-$7.62M	–	32
2023 Q3	$7.62M	Sell	368,870 -269	-0.1%	-$5.55K	5.29%	8
2023 Q2	$7.59M	Buy	369,139 +2,232	+0.6%	+$46K	5.13%	7
2023 Q1	$7.55M	Buy	366,907 +14,907	+4%	+$306K	5.28%	6
2022 Q4	$7.21M	Sell	352,000 -15,572	-4%	-$318K	5.38%	6
2022 Q3	$7.5M	Buy	367,572 +75,014	+26%	+$1.55M	6.02%	7
2022 Q2	$6.07M	Buy	+292,558	New	+$6.11M	4.7%	8

Other funds holding BSCO

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Treasure Coast Financial Planning's BSCO Position: Q4 2023 in Review

Treasure Coast Financial Planning sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2023, closing a stake of 368,870 shares — an estimated $7.62M sold.

Treasure Coast Financial Planning first reported a position in BSCO in Q2 2022 and held it in 6 quarters. The position peaked at $7.62M in Q3 2023. 366 funds tracked by Wall St. Rank hold BSCO as of Q4 2023.

Treasure Coast Financial Planning reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Treasure Coast Financial Planning sold 368,870 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2023, an estimated $7.62M.
Treasure Coast Financial Planning first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2022 and held it in 6 quarters.
Treasure Coast Financial Planning's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $7.62M in Q3 2023.
366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2023.

Based on Treasure Coast Financial Planning's 13F filing for Q4 2023, filed 1 Feb 2024.