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

WT 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
2022 Q2	–	Sell	-13,247	Closed	-$279K	–	128
2022 Q1	$279K	Buy	13,247 +128	+1%	+$2.74K	0.11%	101
2021 Q4	$286K	Sell	13,119 -728	-5%	-$16K	0.11%	108
2021 Q3	$306K	Sell	13,847 -1,354	-9%	-$30K	0.12%	102
2021 Q2	$337K	Buy	+15,201	New	+$338K	0.14%	102

Other funds holding BSCO

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oakhurst Advisors Los Angeles, California $21.3M AUM 8.8% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WT Wealth Management's BSCO Position: Q2 2022 in Review

WT Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2022, closing a stake of 13,247 shares — an estimated $279K sold.

WT Wealth Management first reported a position in BSCO in Q2 2021 and held it in 4 quarters. The position peaked at $337K in Q2 2021. 316 funds tracked by Wall St. Rank hold BSCO as of Q2 2022.

WT Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
WT Wealth Management sold 13,247 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2022, an estimated $279K.
WT Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2021 and held it in 4 quarters.
WT Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $337K in Q2 2021.
316 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2022.

Based on WT Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.