BFA
BSCO

Benedict Financial Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Benedict Financial 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
-29,563
Closed -$624K – 130
2024
Q3 		$624K Sell
29,563
-4,034
-12% -$85.1K 0.15% 103
2024
Q2 		$708K Sell
33,597
-1,392
-4% -$29.3K 0.18% 99
2024
Q1 		$734K Sell
34,989
-1,059
-3% -$22.2K 0.19% 100
2023
Q4 		$753K Sell
36,048
-5,987
-14% -$124K 0.21% 94
2023
Q3 		$869K Sell
42,035
-8,767
-17% -$181K 0.25% 92
2023
Q2 		$1.04M Sell
50,802
-1,690
-3% -$34.8K 0.29% 90
2023
Q1 		$1.08M Buy
52,492
+10,173
+24% +$209K 0.3% 88
2022
Q4 		$867K Sell
42,319
-33,655
-44% -$688K 0.26% 89
2022
Q3 		$1.55M Buy
75,974
+7,065
+10% +$146K 0.5% 67
2022
Q2 		$1.43M Buy
68,909
+4,520
+7% +$94.3K 0.42% 76
2022
Q1 		$1.36M Buy
64,389
+8,679
+16% +$186K 0.36% 83
2021
Q4 		$1.22M Buy
55,710
+15,632
+39% +$343K 0.32% 90
2021
Q3 		$886K Buy
40,078
+4,431
+12% +$98.2K 0.25% 96
2021
Q2 		$791K Buy
35,647
+2,364
+7% +$52.5K 0.22% 96
2021
Q1 		$738K Buy
33,283
+5,588
+20% +$125K 0.21% 97
2020
Q4 		$620K Buy
27,695
+5,651
+26% +$126K 0.22% 83
2020
Q3 		$489K Buy
22,044
+6,139
+39% +$137K 0.19% 88
2020
Q2 		$351K Buy
15,905
+2,185
+16% +$47.2K 0.14% 90
2020
Q1 		$283K Buy
13,720
+3,179
+30% +$67.5K 0.13% 89
2019
Q4 		$226K Buy
+10,541
New +$226K 0.09% 100

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

Benedict Financial Advisors's BSCO Position: Q4 2024 in Review

Benedict Financial Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 29,563 shares — an estimated $624K sold.

Benedict Financial Advisors first reported a position in BSCO in Q4 2019 and held it in 20 quarters. The position peaked at $1.55M in Q3 2022. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Benedict Financial Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Benedict Financial Advisors sold 29,563 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $624K.
  • Benedict Financial Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2019 and held it in 20 quarters.
  • Benedict Financial Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.55M in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Benedict Financial Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.