AIFAIM
BSCO

American Institute for Advanced Investment Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

American Institute for Advanced Investment 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
2024
Q4 		– Sell
-31,145
Closed -$658K – 146
2024
Q3 		$658K Sell
31,145
-7,575
-20% -$160K 0.47% 61
2024
Q2 		$815K Sell
38,720
-4,200
-10% -$88.3K 0.62% 50
2024
Q1 		$900K Sell
42,920
-1,800
-4% -$37.7K 0.71% 46
2023
Q4 		$934K Sell
44,720
-2,000
-4% -$41.6K 0.82% 36
2023
Q3 		$966K Buy
46,720
+500
+1% +$10.3K 0.89% 34
2023
Q2 		$951K Buy
46,220
+1,000
+2% +$20.6K 0.83% 35
2023
Q1 		$931K Buy
45,220
+8,235
+22% +$169K 0.99% 31
2022
Q4 		$758K Sell
36,985
-2,180
-6% -$44.5K 0.69% 45
2022
Q3 		$799K Hold
39,165
– – 0.75% 42
2022
Q2 		$812K Buy
39,165
+665
+2% +$13.9K 0.71% 44
2022
Q1 		$811K Buy
38,500
+4,475
+13% +$95.8K 0.59% 52
2021
Q4 		$743K Buy
34,025
+5,825
+21% +$128K 0.5% 56
2021
Q3 		$624K Buy
28,200
+1,700
+6% +$37.7K 0.44% 63
2021
Q2 		$588K Buy
26,500
+2,400
+10% +$53.3K 0.41% 63
2021
Q1 		$534K Buy
24,100
+3,950
+20% +$88K 0.41% 63
2020
Q4 		$451K Buy
20,150
+6,650
+49% +$148K 0.36% 66
2020
Q3 		$299K Buy
13,500
+1,500
+13% +$33.4K 0.27% 76
2020
Q2 		$264K Buy
12,000
+500
+4% +$10.8K 0.25% 78
2020
Q1 		$237K Buy
+11,500
New +$244K 0.26% 79

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 $478M AUM 21.36% 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

American Institute for Advanced Investment Management's BSCO Position: Q4 2024 in Review

American Institute for Advanced Investment Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 31,145 shares — an estimated $658K sold.

American Institute for Advanced Investment Management first reported a position in BSCO in Q1 2020 and held it in 19 quarters. The position peaked at $966K in Q3 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • American Institute for Advanced Investment Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • American Institute for Advanced Investment Management sold 31,145 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $658K.
  • American Institute for Advanced Investment Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2020 and held it in 19 quarters.
  • American Institute for Advanced Investment Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $966K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on American Institute for Advanced Investment Management's 13F filing for Q4 2024, filed 23 Jan 2025.