AP
BSCO

Atwood & Palmer’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Atwood & Palmer’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
-1,000
Closed -$21.1K – 496
2024
Q3 		$21.1K Sell
1,000
-2,000
-67% -$42.2K ﹤0.01% 287
2024
Q2 		$63.2K Hold
3,000
– – ﹤0.01% 213
2024
Q1 		$62.9K Hold
3,000
– – ﹤0.01% 205
2023
Q4 		$62.7K Sell
3,000
-46
-2% -$956 0.01% 211
2023
Q3 		$63K Sell
3,046
-69,326
-96% -$1.43M 0.01% 203
2023
Q2 		$1.49M Sell
72,372
-1,200
-2% -$24.7K 0.13% 72
2023
Q1 		$1.51M Sell
73,572
-2,350
-3% -$48.3K 0.14% 71
2022
Q4 		$1.56M Sell
75,922
-9,200
-11% -$188K 0.14% 76
2022
Q3 		$1.74M Sell
85,122
-95,943
-53% -$1.99M 0.17% 73
2022
Q2 		$3.75M Sell
181,065
-816
-0.4% -$17K 0.37% 56
2022
Q1 		$3.83M Buy
181,881
+7,125
+4% +$153K 0.33% 54
2021
Q4 		$3.81M Buy
174,756
+28,955
+20% +$635K 0.32% 55
2021
Q3 		$3.22M Buy
145,801
+5,706
+4% +$126K 0.29% 55
2021
Q2 		$3.11M Sell
140,095
-2,175
-2% -$48.3K 0.28% 57
2021
Q1 		$3.15M Buy
142,270
+20,050
+16% +$447K 0.3% 55
2020
Q4 		$2.74M Buy
122,220
+70,945
+138% +$1.58M 0.29% 55
2020
Q3 		$1.14M Buy
51,275
+8,150
+19% +$181K 0.14% 65
2020
Q2 		$950K Buy
43,125
+8,425
+24% +$182K 0.13% 67
2020
Q1 		$717K Buy
34,700
+2,000
+6% +$42.5K 0.11% 76
2019
Q4 		$702K Buy
32,700
+800
+3% +$17.1K 0.09% 73
2019
Q3 		$684K Buy
+31,900
New +$681K 0.09% 75

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

Atwood & Palmer's BSCO Position: Q4 2024 in Review

Atwood & Palmer sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 1,000 shares — an estimated $21.1K sold.

Atwood & Palmer first reported a position in BSCO in Q3 2019 and held it in 21 quarters. The position peaked at $3.83M in Q1 2022. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Atwood & Palmer reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Atwood & Palmer sold 1,000 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $21.1K.
  • Atwood & Palmer first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2019 and held it in 21 quarters.
  • Atwood & Palmer's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $3.83M in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Atwood & Palmer's 13F filing for Q4 2024, filed 16 Jan 2025.