Wealthstreet Investment Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Wealthstreet Investment 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	-30,700	Closed	-$681K	–	342
2021 Q1	$681K	Hold	30,700	–	–	0.07%	216
2020 Q4	$687K	Hold	30,700	–	–	0.07%	205
2020 Q3	$681K	Hold	30,700	–	–	0.08%	184
2020 Q2	$677K	Buy	30,700 +21,000	+216%	+$454K	0.08%	176
2020 Q1	$200K	Buy	+9,700	New	+$206K	0.03%	285

Other funds holding BSCO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.21T AUM 78.12% 1-Year Est. Return

1IA

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

Wealthstreet Investment Advisors's BSCO Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2021, closing a stake of 30,700 shares — an estimated $681K sold.

Wealthstreet Investment Advisors first reported a position in BSCO in Q1 2020 and held it in 5 quarters. The position peaked at $687K in Q4 2020. 232 funds tracked by Wall St. Rank hold BSCO as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 30,700 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2021, an estimated $681K.
Wealthstreet Investment Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2020 and held it in 5 quarters.
Wealthstreet Investment Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $687K in Q4 2020.
232 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.