AFA
BSCO

AA Financial Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

AA Financial 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
2024
Q4 		– Sell
-122,531
Closed -$2.59M – 178
2024
Q3 		$2.59M Buy
122,531
+19,174
+19% +$405K 0.75% 37
2024
Q2 		$2.18M Sell
103,357
-2,808
-3% -$59.1K 0.77% 37
2024
Q1 		$2.23M Sell
106,165
-21,169
-17% -$443K 0.9% 33
2023
Q4 		$2.66M Buy
+127,334
New +$2.65M 1.77% 19

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

AA Financial Advisors's BSCO Position: Q4 2024 in Review

AA Financial Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 122,531 shares — an estimated $2.59M sold.

AA Financial Advisors first reported a position in BSCO in Q4 2023 and held it in 4 quarters. The position peaked at $2.66M in Q4 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • AA Financial Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • AA Financial Advisors sold 122,531 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $2.59M.
  • AA Financial Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • AA Financial Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $2.66M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on AA Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.