AF
BSCO

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

Allworth Financial’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
-4,670
Closed -$98.6K – 4070
2024
Q3 		$98.6K Sell
4,670
-7,113
-60% -$150K ﹤0.01% 1094
2024
Q2 		$249K Hold
11,783
– – ﹤0.01% 746
2024
Q1 		$247K Hold
11,783
– – ﹤0.01% 715
2023
Q4 		$246K Hold
11,783
– – ﹤0.01% 683
2023
Q3 		$244K Hold
11,783
– – ﹤0.01% 642
2023
Q2 		$242K Sell
11,783
-14,029
-54% -$289K ﹤0.01% 652
2023
Q1 		$531K Buy
25,812
+14,177
+122% +$291K 0.01% 457
2022
Q4 		$238K Buy
+11,635
New +$238K ﹤0.01% 595

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 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 $451M AUM 13.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Allworth Financial's BSCO Position: Q4 2024 in Review

Allworth Financial sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 4,670 shares — an estimated $98.6K sold.

Allworth Financial first reported a position in BSCO in Q4 2022 and held it in 8 quarters. The position peaked at $531K in Q1 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Allworth Financial reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Allworth Financial sold 4,670 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $98.6K.
  • Allworth Financial first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
  • Allworth Financial's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $531K in Q1 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Allworth Financial's 13F filing for Q4 2024, filed 30 Jan 2025.