BFPW
BSCO

BOK Financial Private Wealth’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

BOK Financial Private Wealth’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
-1,221
Closed -$25.8K – 691
2024
Q3 		$25.8K Hold
1,221
– – ﹤0.01% 320
2024
Q2 		$25.7K Hold
1,221
– – ﹤0.01% 323
2024
Q1 		$25.6K Hold
1,221
– – ﹤0.01% 312
2023
Q4 		$25.5K Hold
1,221
– – ﹤0.01% 306
2023
Q3 		$25.2K Buy
+1,221
New +$25.2K ﹤0.01% 284

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 $18.1B AUM 24.69% 1-Year Est. Return

BOK Financial Private Wealth's BSCO Position: Q4 2024 in Review

BOK Financial Private Wealth sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 1,221 shares — an estimated $25.8K sold.

BOK Financial Private Wealth first reported a position in BSCO in Q3 2023 and held it in 5 quarters. The position peaked at $25.8K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • BOK Financial Private Wealth reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 1,221 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $25.8K.
  • BOK Financial Private Wealth first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2023 and held it in 5 quarters.
  • BOK Financial Private Wealth's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $25.8K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on BOK Financial Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.