WWM
BSCO

Willingdon Wealth Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Willingdon Wealth Management’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
2019
Q3 		– Sell
-475
Closed -$10K – 547
2019
Q2 		$10K Buy
+475
New +$9.92K ﹤0.01% 233

Other funds holding BSCO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Willingdon Wealth Management's BSCO Position: Q3 2019 in Review

Willingdon Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2019, closing a stake of 475 shares — an estimated $10K sold.

Willingdon Wealth Management first reported a position in BSCO in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 137 funds tracked by Wall St. Rank hold BSCO as of Q3 2019.

  • Willingdon Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 475 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2019, an estimated $10K.
  • Willingdon Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $10K in Q2 2019.
  • 137 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2019.

Based on Willingdon Wealth Management's 13F filing for Q3 2019, filed 1 Nov 2019.