Trust Company of Vermont’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Trust Company of Vermont’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	-125	Closed	-$3K	–	1006
2022 Q3	$3K	Hold	125	–	–	﹤0.01%	909
2022 Q2	$3K	Buy	+125	New	+$2.61K	﹤0.01%	845
2022 Q1	–	Sell	-125	Closed	-$3K	–	768
2021 Q4	$3K	Buy	+125	New	+$2.74K	﹤0.01%	761
2021 Q3	–	Sell	-146	Closed	-$3K	–	741
2021 Q2	$3K	Buy	+146	New	+$3.25K	﹤0.01%	735

Other funds holding BSCO

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $445B AUM 25.58% 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 $6.59M AUM 15.17% 1-Year Est. Return

Trust Company of Vermont's BSCO Position: Q4 2022 in Review

Trust Company of Vermont sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2022, closing a stake of 125 shares — an estimated $3K sold.

Trust Company of Vermont first reported a position in BSCO in Q2 2021 and held it in 4 quarters. The position peaked at $3K in Q3 2022. 371 funds tracked by Wall St. Rank hold BSCO as of Q4 2022.

Trust Company of Vermont reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Trust Company of Vermont sold 125 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2022, an estimated $3K.
Trust Company of Vermont first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2021 and held it in 4 quarters.
Trust Company of Vermont's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $3K in Q3 2022.
371 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2022.

Based on Trust Company of Vermont's 13F filing for Q4 2022, filed 9 Feb 2023.