WEG
BSCO

World Equity Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

World Equity Group’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
Q2 		– Sell
-60,637
Closed -$3.53M – 593
2023
Q1 		$3.53M Sell
60,637
-53,257
-47% -$1.09M 0.53% 43
2022
Q4 		$2.33M Sell
113,894
-1,770
-2% -$36.2K 0.55% 48
2022
Q3 		$2.36M Buy
115,664
+1,268
+1% +$26.2K 0.6% 46
2022
Q2 		$2.37M Buy
114,396
+47,678
+71% +$995K 0.6% 41
2022
Q1 		$1.41M Buy
+66,718
New +$1.43M 0.3% 91

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

World Equity Group's BSCO Position: Q2 2023 in Review

World Equity Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2023, closing a stake of 60,637 shares — an estimated $3.53M sold.

World Equity Group first reported a position in BSCO in Q1 2022 and held it in 5 quarters. The position peaked at $3.53M in Q1 2023. 363 funds tracked by Wall St. Rank hold BSCO as of Q2 2023.

  • World Equity Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • World Equity Group sold 60,637 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2023, an estimated $3.53M.
  • World Equity Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2022 and held it in 5 quarters.
  • World Equity Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $3.53M in Q1 2023.
  • 363 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.