Baird Financial Group
BSCO

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

Baird 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
-85,775
Closed -$1.81M – 1828
2024
Q3 		$1.81M Buy
85,775
+1,227
+1% +$25.9K ﹤0.01% 991
2024
Q2 		$1.78M Sell
84,548
-11,936
-12% -$251K ﹤0.01% 993
2024
Q1 		$2.02M Sell
96,484
-21,821
-18% -$457K ﹤0.01% 950
2023
Q4 		$2.47M Sell
118,305
-31,238
-21% -$649K 0.01% 877
2023
Q3 		$3.09M Buy
149,543
+107,915
+259% +$2.23M 0.01% 763
2023
Q2 		$856K Buy
41,628
+18,904
+83% +$389K ﹤0.01% 1165
2023
Q1 		$468K Buy
22,724
+1,005
+5% +$20.7K ﹤0.01% 1339
2022
Q4 		$445K Buy
21,719
+162
+0.8% +$3.31K ﹤0.01% 1334
2022
Q3 		$440K Hold
21,557
– – ﹤0.01% 1329
2022
Q2 		$447K Sell
21,557
-75,839
-78% -$1.58M ﹤0.01% 1387
2022
Q1 		$2.05M Sell
97,396
-671
-0.7% -$14.4K 0.01% 900
2021
Q4 		$2.14M Sell
98,067
-38,657
-28% -$847K 0.01% 914
2021
Q3 		$3.02M Buy
136,724
+1,450
+1% +$32.1K 0.01% 774
2021
Q2 		$3M Buy
135,274
+107,801
+392% +$2.4M 0.01% 765
2021
Q1 		$609K Sell
27,473
-10,457
-28% -$233K ﹤0.01% 1306
2020
Q4 		$849K Buy
37,930
+82
+0.2% +$1.83K ﹤0.01% 1061
2020
Q3 		$839K Sell
37,848
-5,993
-14% -$133K ﹤0.01% 1001
2020
Q2 		$966K Sell
43,841
-2,873
-6% -$62.1K ﹤0.01% 942
2020
Q1 		$965K Sell
46,714
-619
-1% -$13.1K ﹤0.01% 899
2019
Q4 		$1.02M Sell
47,333
-23
-0% -$493 ﹤0.01% 966
2019
Q3 		$1.01M Buy
47,356
+830
+2% +$17.7K ﹤0.01% 968
2019
Q2 		$989K Buy
46,526
+405
+0.9% +$8.46K ﹤0.01% 989
2019
Q1 		$956K Buy
46,121
+10,650
+30% +$217K 0.01% 866
2018
Q4 		$708K Sell
35,471
-3,199
-8% -$63.7K ﹤0.01% 894
2018
Q3 		$776K Hold
38,670
– – ﹤0.01% 917
2018
Q2 		$776K Sell
38,670
-575
-1% -$11.5K 0.01% 889
2018
Q1 		$795K Sell
39,245
-436
-1% -$8.93K 0.01% 892
2017
Q4 		$829K Sell
39,681
-89
-0.2% -$1.86K 0.01% 870
2017
Q3 		$834K Buy
39,770
+12,600
+46% +$264K 0.01% 845
2017
Q2 		$566K Buy
27,170
+2,679
+11% +$55.7K ﹤0.01% 930
2017
Q1 		$504K Buy
24,491
+11,175
+84% +$229K ﹤0.01% 946
2016
Q4 		$272K Buy
+13,316
New +$276K ﹤0.01% 1073

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

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

Baird Financial Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 85,775 shares — an estimated $1.81M sold.

Baird Financial Group first reported a position in BSCO in Q4 2016 and held it in 32 quarters. The position peaked at $3.09M in Q3 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Baird Financial Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Baird Financial Group sold 85,775 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $1.81M.
  • Baird Financial Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2016 and held it in 32 quarters.
  • Baird Financial Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $3.09M in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Baird Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.