AI
BSCO

Atria Investments’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Atria Investments’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
-54,440
Closed -$1.15M – 2023
2024
Q3 		$1.15M Buy
54,440
+2,094
+4% +$44.2K 0.01% 900
2024
Q2 		$1.1M Buy
+52,346
New +$1.1M 0.01% 890
2023
Q2 		– Sell
-212,565
Closed -$4.38M – 900
2023
Q1 		$4.38M Buy
212,565
+7,010
+3% +$144K 0.08% 295
2022
Q4 		$4.21M Sell
205,555
-133,976
-39% -$2.74M 0.09% 286
2022
Q3 		$6.92M Buy
339,531
+35,736
+12% +$740K 0.15% 165
2022
Q2 		$6.3M Buy
303,795
+192,549
+173% +$4.02M 0.13% 190
2022
Q1 		$2.34M Buy
+111,246
New +$2.38M 0.04% 502

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

Atria Investments's BSCO Position: Q4 2024 in Review

Atria Investments sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 54,440 shares — an estimated $1.15M sold.

Atria Investments first reported a position in BSCO in Q1 2022 and held it in 7 quarters. The position peaked at $6.92M in Q3 2022. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Atria Investments reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 54,440 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $1.15M.
  • Atria Investments first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2022 and held it in 7 quarters.
  • Atria Investments's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $6.92M in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.