BFG
BSCO

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

Berger 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
-215,064
Closed -$4.54M – 440
2024
Q3 		$4.54M Sell
215,064
-1,850
-0.9% -$39K 0.33% 82
2024
Q2 		$4.57M Buy
216,914
+20,487
+10% +$431K 0.36% 73
2024
Q1 		$4.12M Buy
196,427
+6,109
+3% +$128K 0.34% 82
2023
Q4 		$3.97M Buy
190,318
+17,997
+10% +$374K 0.41% 72
2023
Q3 		$3.56M Buy
172,321
+53,241
+45% +$1.1M 0.41% 75
2023
Q2 		$2.45M Buy
119,080
+59,828
+101% +$1.23M 0.28% 86
2023
Q1 		$1.22M Buy
59,252
+21,566
+57% +$443K 0.15% 101
2022
Q4 		$772K Buy
37,686
+13,299
+55% +$272K 0.1% 123
2022
Q3 		$497K Buy
+24,387
New +$505K 0.07% 137

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

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

Berger Financial Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 215,064 shares — an estimated $4.54M sold.

Berger Financial Group first reported a position in BSCO in Q3 2022 and held it in 9 quarters. The position peaked at $4.57M in Q2 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Berger Financial Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Berger Financial Group sold 215,064 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $4.54M.
  • Berger Financial Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2022 and held it in 9 quarters.
  • Berger Financial Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $4.57M in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

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