Wealthspire Advisors (New York)’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Wealthspire Advisors (New York)’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	-21,417	Closed	-$475K	–	689
2021 Q1	$475K	Buy	+21,417	New	+$477K	0.01%	412

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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 $1.51B AUM 24.15% 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 $6.59M AUM 15.17% 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

Wealthspire Advisors (New York)'s BSCO Position: Q2 2021 in Review

Wealthspire Advisors (New York) sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2021, closing a stake of 21,417 shares — an estimated $475K sold.

Wealthspire Advisors (New York) first reported a position in BSCO in Q1 2021 and held it in 1 quarter. The position peaked at $475K in Q1 2021. 232 funds tracked by Wall St. Rank hold BSCO as of Q2 2021.

Wealthspire Advisors (New York) reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Wealthspire Advisors (New York) sold 21,417 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2021, an estimated $475K.
Wealthspire Advisors (New York) first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
Wealthspire Advisors (New York)'s Invesco BulletShares 2024 Corporate Bond ETF position peaked at $475K in Q1 2021.
232 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2021, filed 13 Aug 2021.