United Capital Financial Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

United Capital 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 Q2	–	Sell	-10,239	Closed	-$211K	–	988
2023 Q1	$211K	Hold	10,239	–	–	﹤0.01%	915
2022 Q4	$210K	Sell	10,239 -1,480	-13%	-$30.2K	﹤0.01%	970
2022 Q3	$239K	Buy	+11,719	New	+$243K	﹤0.01%	969
2016 Q2	–	Sell	-10,716	Closed	-$221K	–	1294
2016 Q1	$221K	Sell	10,716 -5,767	-35%	-$115K	﹤0.01%	1100
2015 Q4	$326K	Sell	16,483 -426,075	-96%	-$8.57M	﹤0.01%	995
2015 Q3	$8.89M	Buy	442,558 +39,538	+10%	+$789K	0.11%	211
2015 Q2	$8.06M	Sell	403,020 -88,291	-18%	-$1.81M	0.09%	255
2015 Q1	$10.2M	Buy	491,311 +111,104	+29%	+$2.32M	0.12%	214
2014 Q4	$7.78M	Buy	+380,207	New	+$7.74M	0.12%	198

Other funds holding BSCO

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

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

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

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

United Capital Financial Advisors's BSCO Position: Q2 2023 in Review

United Capital Financial Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2023, closing a stake of 10,239 shares — an estimated $211K sold.

United Capital Financial Advisors first reported a position in BSCO in Q4 2014 and held it in 9 quarters. The position peaked at $10.2M in Q1 2015. 363 funds tracked by Wall St. Rank hold BSCO as of Q2 2023.

United Capital Financial Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
United Capital Financial Advisors sold 10,239 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2023, an estimated $211K.
United Capital Financial Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2014 and held it in 9 quarters.
United Capital Financial Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $10.2M in Q1 2015.
363 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2023.

Based on United Capital Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.