AFG
BSCO

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

Atomi Financial Group’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
-24,125
Closed -$510K – 1041
2024
Q3 		$510K Buy
24,125
+6,928
+40% +$146K 0.03% 444
2024
Q2 		$362K Buy
17,197
+387
+2% +$8.14K 0.03% 520
2024
Q1 		$353K Hold
16,810
– – 0.03% 469
2023
Q4 		$351K Hold
16,810
– – 0.05% 362
2023
Q3 		$347K Hold
16,810
– – 0.12% 210
2023
Q2 		$346K Hold
16,810
– – 0.16% 164
2023
Q1 		$346K Buy
+16,810
New +$346K 0.19% 128

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

Atomi Financial Group's BSCO Position: Q4 2024 in Review

Atomi Financial Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 24,125 shares — an estimated $510K sold.

Atomi Financial Group first reported a position in BSCO in Q1 2023 and held it in 7 quarters. The position peaked at $510K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Atomi Financial Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Atomi Financial Group sold 24,125 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $510K.
  • Atomi Financial Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
  • Atomi Financial Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $510K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Atomi Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.