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

True Link 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
2023 Q4	–	Sell	-1,231,552	Closed	-$25.5M	–	112
2023 Q3	$25.5M	Buy	1,231,552 +36,705	+3%	+$758K	3.05%	11
2023 Q2	$24.6M	Buy	1,194,847 +39,065	+3%	+$805K	2.97%	12
2023 Q1	$23.8M	Buy	1,155,782 +82,138	+8%	+$1.69M	2.98%	11
2022 Q4	$22M	Buy	1,073,644 +38,730	+4%	+$791K	2.98%	12
2022 Q3	$21.1M	Buy	1,034,914 +113,034	+12%	+$2.34M	3.06%	8
2022 Q2	$19.1M	Buy	+921,880	New	+$19.2M	2.89%	9
2022 Q1	–	Sell	-4,670	Closed	-$102K	–	291
2021 Q4	$102K	Hold	4,670	–	–	0.01%	378
2021 Q3	$103K	Sell	4,670 -2,867	-38%	-$63.6K	0.01%	364
2021 Q2	$167K	Sell	7,537 -2,805	-27%	-$62.3K	0.02%	228
2021 Q1	$229K	Hold	10,342	–	–	0.03%	206
2020 Q4	$232K	Buy	+10,342	New	+$230K	0.04%	217

Other funds holding BSCO

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $377B AUM 19.32% 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

True Link Financial Advisors's BSCO Position: Q4 2023 in Review

True Link Financial Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2023, closing a stake of 1,231,552 shares — an estimated $25.5M sold.

True Link Financial Advisors first reported a position in BSCO in Q4 2020 and held it in 11 quarters. The position peaked at $25.5M in Q3 2023. 366 funds tracked by Wall St. Rank hold BSCO as of Q4 2023.

True Link Financial Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 1,231,552 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2023, an estimated $25.5M.
True Link Financial Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2020 and held it in 11 quarters.
True Link Financial Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $25.5M in Q3 2023.
366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.