WP
BSCO

WealthShield Partners’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

WealthShield Partners’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
Q3 		– Sell
-11,413
Closed -$253K – 773
2021
Q2 		$253K Buy
11,413
+1,385
+14% +$30.8K 0.04% 228
2021
Q1 		$222K Buy
+10,028
New +$224K 0.04% 240

Other funds holding BSCO

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Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

WealthShield Partners's BSCO Position: Q3 2021 in Review

WealthShield Partners sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2021, closing a stake of 11,413 shares — an estimated $253K sold.

WealthShield Partners first reported a position in BSCO in Q1 2021 and held it in 2 quarters. The position peaked at $253K in Q2 2021. 230 funds tracked by Wall St. Rank hold BSCO as of Q3 2021.

  • WealthShield Partners reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 11,413 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2021, an estimated $253K.
  • WealthShield Partners first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $253K in Q2 2021.
  • 230 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.