AC
BSCO

Apella Capital’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Apella Capital’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
-39,945
Closed -$844K – 354
2024
Q3 		$844K Sell
39,945
-2,755
-6% -$58.1K 0.03% 166
2024
Q2 		$900K Buy
42,700
+71
+0.2% +$1.49K 0.04% 156
2024
Q1 		$895K Sell
42,629
-2,582
-6% -$54.1K 0.05% 147
2023
Q4 		$944K Buy
45,211
+4,941
+12% +$103K 0.05% 138
2023
Q3 		$832K Sell
40,270
-676
-2% -$14K 0.06% 130
2023
Q2 		$842K Buy
+40,946
New +$844K 0.06% 129
2022
Q4 		$1.01M Buy
49,383
+24,221
+96% +$495K 0.09% 105
2022
Q3 		$513K Sell
25,162
-334
-1% -$6.91K 0.06% 133
2022
Q2 		$529K Sell
25,496
-1,090
-4% -$22.7K 0.06% 134
2022
Q1 		$560K Sell
26,586
-4,565
-15% -$97.7K 0.08% 122
2021
Q4 		$680K Sell
31,151
-1,188
-4% -$26K 0.09% 106
2021
Q3 		$715K Sell
32,339
-6,378
-16% -$141K 0.1% 105
2021
Q2 		$859K Sell
38,717
-6,189
-14% -$138K 0.14% 96
2021
Q1 		$996K Sell
44,906
-18,202
-29% -$406K 0.31% 59
2020
Q4 		$1.41M Buy
63,108
+573
+0.9% +$12.8K 0.5% 41
2020
Q3 		$1.39M Buy
62,535
+3,440
+6% +$76.5K 0.56% 38
2020
Q2 		$1.3M Sell
59,095
-1,199
-2% -$25.9K 0.61% 39
2020
Q1 		$1.25M Buy
+60,294
New +$1.28M 0.73% 33

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

Apella Capital's BSCO Position: Q4 2024 in Review

Apella Capital sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 39,945 shares — an estimated $844K sold.

Apella Capital first reported a position in BSCO in Q1 2020 and held it in 18 quarters. The position peaked at $1.41M in Q4 2020. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Apella Capital reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Apella Capital sold 39,945 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $844K.
  • Apella Capital first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2020 and held it in 18 quarters.
  • Apella Capital's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.41M in Q4 2020.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Apella Capital's 13F filing for Q4 2024, filed 14 Jan 2025.