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

WealthSource 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
2023 Q4	$9.07M	Buy	434,217 +7,084	+2%	+$147K	0.59%	29
2023 Q3	$8.83M	Buy	427,133 +6,252	+1%	+$129K	0.6%	30
2023 Q2	$8.66M	Buy	420,881 +6,124	+1%	+$126K	0.57%	26
2023 Q1	$8.54M	Buy	414,757 +110,992	+37%	+$2.28M	0.58%	23
2022 Q4	$6.22M	Buy	303,765 +18,689	+7%	+$382K	0.44%	37
2022 Q3	$5.81M	Buy	285,076 +19,236	+7%	+$398K	0.43%	39
2022 Q2	$5.51M	Buy	265,840 +68,293	+35%	+$1.43M	0.4%	43
2022 Q1	$4.16M	Buy	+197,547	New	+$4.23M	0.28%	62

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

WealthSource Partners's BSCO Position: Q4 2023 in Review

WealthSource Partners increased its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) stake by 1.7% in Q4 2023, buying an estimated $147K and bringing the position to 434,217 shares worth $9.07M. The position accounts for 0.59% of the portfolio, ranked #29.

WealthSource Partners first reported a position in BSCO in Q1 2022 and has held it in 8 quarters since. 366 funds tracked by Wall St. Rank hold BSCO as of Q4 2023.

WealthSource Partners held 434,217 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $9.07M as of Q4 2023.
WealthSource Partners bought 7,084 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2023, an estimated $147K.
Invesco BulletShares 2024 Corporate Bond ETF made up 0.59% of WealthSource Partners's portfolio in Q4 2023, its #29 holding.
WealthSource Partners first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2022 and has held it in 8 quarters since.
366 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.