YorkBridge Wealth Partners’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

YorkBridge Wealth Partners’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
2018 Q4	–	Sell	-2	Closed	–	–	778
2018 Q3	$0	Hold	2	–	–	﹤0.01%	852
2018 Q2	$0	Buy	+2	New	+$40	﹤0.01%	881
2018 Q1	–	Sell	-1,285	Closed	-$26K	–	890
2017 Q4	$26K	Buy	+1,285	New	+$26.9K	0.01%	458

Other funds holding BSCO

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

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

RJFSA

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

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

1IA

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

YorkBridge Wealth Partners's BSCO Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2018, closing a stake of 2 shares.

YorkBridge Wealth Partners first reported a position in BSCO in Q4 2017 and held it in 3 quarters. The position peaked at $26K in Q4 2017. 91 funds tracked by Wall St. Rank hold BSCO as of Q4 2018.

YorkBridge Wealth Partners reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 2 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2018.
YorkBridge Wealth Partners first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2017 and held it in 3 quarters.
YorkBridge Wealth Partners's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $26K in Q4 2017.
91 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.