AWS
BSCO

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

Atria Wealth Solutions’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
-514,278
Closed -$10.9M – 2118
2024
Q3 		$10.9M Sell
514,278
-4,211
-0.8% -$88.9K 0.12% 180
2024
Q2 		$10.9M Buy
518,489
+6,541
+1% +$138K 0.12% 176
2024
Q1 		$10.7M Buy
511,948
+22,157
+5% +$464K 0.12% 183
2023
Q4 		$10.2M Buy
489,791
+57,000
+13% +$1.18M 0.13% 166
2023
Q3 		$8.95M Sell
432,791
-218,778
-34% -$4.52M 0.13% 173
2023
Q2 		$13.4M Buy
651,569
+6,969
+1% +$144K 0.18% 121
2023
Q1 		$13.3M Buy
644,600
+181,261
+39% +$3.73M 0.2% 116
2022
Q4 		$9.49M Buy
463,339
+77,936
+20% +$1.59M 0.15% 144
2022
Q3 		$7.86M Buy
385,403
+14,795
+4% +$306K 0.14% 156
2022
Q2 		$7.69M Buy
370,608
+170,046
+85% +$3.55M 0.14% 152
2022
Q1 		$4.22M Buy
+200,562
New +$4.29M 0.07% 286

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 $20.6B AUM 34.61% 1-Year Est. Return

Atria Wealth Solutions's BSCO Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 514,278 shares — an estimated $10.9M sold.

Atria Wealth Solutions first reported a position in BSCO in Q1 2022 and held it in 11 quarters. The position peaked at $13.4M in Q2 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 514,278 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $10.9M.
  • Atria Wealth Solutions first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $13.4M in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.