AAS
BSCO

Avantax Advisory Services’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Avantax Advisory Services’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
-138,551
Closed -$2.93M – 2291
2024
Q3 		$2.93M Sell
138,551
-5,866
-4% -$124K 0.02% 555
2024
Q2 		$3.04M Sell
144,417
-57,843
-29% -$1.22M 0.02% 522
2024
Q1 		$4.24M Sell
202,260
-19,698
-9% -$412K 0.04% 345
2023
Q4 		$4.64M Sell
221,958
-38,858
-15% -$807K 0.05% 295
2023
Q3 		$5.39M Sell
260,816
-18,208
-7% -$376K 0.06% 239
2023
Q2 		$5.74M Buy
279,024
+50,711
+22% +$1.04M 0.07% 221
2023
Q1 		$4.7M Buy
228,313
+16,136
+8% +$332K 0.06% 256
2022
Q4 		$4.35M Buy
212,177
+62,505
+42% +$1.28M 0.06% 251
2022
Q3 		$3.05M Buy
149,672
+52,931
+55% +$1.1M 0.05% 289
2022
Q2 		$2.01M Buy
96,741
+69,989
+262% +$1.46M 0.03% 379
2022
Q1 		$563K Buy
+26,752
New +$573K 0.01% 744
2020
Q4 		– Sell
-16,457
Closed -$365K – 1380
2020
Q3 		$365K Buy
+16,457
New +$366K 0.01% 934

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 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 $349M AUM 12.51% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Avantax Advisory Services's BSCO Position: Q4 2024 in Review

Avantax Advisory Services sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 138,551 shares — an estimated $2.93M sold.

Avantax Advisory Services first reported a position in BSCO in Q3 2020 and held it in 12 quarters. The position peaked at $5.74M in Q2 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Avantax Advisory Services reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 138,551 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $2.93M.
  • Avantax Advisory Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2020 and held it in 12 quarters.
  • Avantax Advisory Services's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $5.74M in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.