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

Valeo 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
2021 Q2	–	Sell	-115	Closed	-$3K	–	1907
2021 Q1	$3K	Hold	115	–	–	﹤0.01%	1742
2020 Q4	$3K	Hold	115	–	–	﹤0.01%	1485
2020 Q3	$3K	Hold	115	–	–	﹤0.01%	1371
2020 Q2	$3K	Hold	115	–	–	﹤0.01%	1701
2020 Q1	$2K	Hold	115	–	–	﹤0.01%	1594
2019 Q4	$2K	Hold	115	–	–	﹤0.01%	1495
2019 Q3	$2K	Hold	115	–	–	﹤0.01%	1421
2019 Q2	$2K	Hold	115	–	–	﹤0.01%	1444
2019 Q1	$2K	Hold	115	–	–	﹤0.01%	1406
2018 Q4	$2K	Hold	115	–	–	﹤0.01%	1336
2018 Q3	$2K	Hold	115	–	–	﹤0.01%	1534
2018 Q2	$2K	Sell	115 -1,200	-91%	-$24.1K	﹤0.01%	1394
2018 Q1	$27K	Buy	+1,315	New	+$26.9K	﹤0.01%	638

Other funds holding BSCO

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

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

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

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

Valeo Financial Advisors's BSCO Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2021, closing a stake of 115 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in BSCO in Q1 2018 and held it in 13 quarters. The position peaked at $27K in Q1 2018. 232 funds tracked by Wall St. Rank hold BSCO as of Q2 2021.

Valeo Financial Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 115 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2021, an estimated $3K.
Valeo Financial Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $27K in Q1 2018.
232 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.