BPA
BSCO

Beacon Pointe Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Beacon Pointe Advisors’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
-30,298
Closed -$640K – 1292
2024
Q3 		$640K Sell
30,298
-5,891
-16% -$124K 0.01% 765
2024
Q2 		$762K Sell
36,189
-6,168
-15% -$130K 0.01% 720
2024
Q1 		$888K Sell
42,357
-1,349
-3% -$28.2K 0.01% 728
2023
Q4 		$913K Sell
43,706
-1,929
-4% -$40.1K 0.01% 690
2023
Q3 		$943K Buy
45,635
+9,834
+27% +$203K 0.01% 645
2023
Q2 		$736K Sell
35,801
-262
-0.7% -$5.4K 0.01% 604
2023
Q1 		$743K Buy
36,063
+10,075
+39% +$207K 0.01% 630
2022
Q4 		$532K Buy
25,988
+138
+0.5% +$2.82K 0.01% 664
2022
Q3 		$525K Hold
25,850
– – 0.01% 621
2022
Q2 		$536K Sell
25,850
-7,870
-23% -$164K 0.01% 626
2022
Q1 		$710K Buy
33,720
+8,020
+31% +$172K 0.01% 712
2021
Q4 		$561K Sell
25,700
-5,000
-16% -$110K 0.01% 536
2021
Q3 		$679K Buy
+30,700
New +$681K 0.02% 478

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

Beacon Pointe Advisors's BSCO Position: Q4 2024 in Review

Beacon Pointe Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 30,298 shares — an estimated $640K sold.

Beacon Pointe Advisors first reported a position in BSCO in Q3 2021 and held it in 13 quarters. The position peaked at $943K in Q3 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Beacon Pointe Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 30,298 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $640K.
  • Beacon Pointe Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2021 and held it in 13 quarters.
  • Beacon Pointe Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $943K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Beacon Pointe Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.