BCFS
BSCO

Butensky & Cohen Financial Security’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Butensky & Cohen Financial Security’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
-45,185
Closed -$954K – 98
2024
Q3 		$954K Buy
45,185
+250
+0.6% +$5.28K 0.28% 84
2024
Q2 		$946K Buy
44,935
+2,648
+6% +$55.7K 0.3% 81
2024
Q1 		$887K Buy
42,287
+163
+0.4% +$3.41K 0.28% 83
2023
Q4 		$880K Sell
42,124
-710
-2% -$14.8K 0.29% 80
2023
Q3 		$885K Buy
42,834
+2,048
+5% +$42.3K 0.32% 79
2023
Q2 		$839K Buy
40,786
+2,617
+7% +$53.9K 0.3% 81
2023
Q1 		$786K Buy
38,169
+1,079
+3% +$22.2K 0.28% 81
2022
Q4 		$760K Buy
37,090
+2,637
+8% +$53.9K 0.28% 81
2022
Q3 		$702K Buy
34,453
+453
+1% +$9.38K 0.29% 82
2022
Q2 		$705K Buy
34,000
+2,889
+9% +$60.3K 0.29% 86
2022
Q1 		$656K Sell
31,111
-10
-0% -$214 0.23% 87
2021
Q4 		$679K Buy
31,121
+3,186
+11% +$69.8K 0.24% 87
2021
Q3 		$618K Buy
27,935
+1,477
+6% +$32.7K 0.25% 85
2021
Q2 		$587K Buy
26,458
+2,421
+10% +$53.8K 0.23% 86
2021
Q1 		$533K Buy
24,037
+3,121
+15% +$69.6K 0.22% 85
2020
Q4 		$468K Buy
20,916
+1,832
+10% +$40.8K 0.21% 84
2020
Q3 		$423K Buy
19,084
+1,968
+11% +$43.8K 0.22% 83
2020
Q2 		$377K Buy
17,116
+1,816
+12% +$39.3K 0.21% 80
2020
Q1 		$316K Buy
15,300
+1,243
+9% +$26.4K 0.24% 76
2019
Q4 		$302K Buy
14,057
+3,059
+28% +$65.5K 0.17% 81
2019
Q3 		$236K Buy
+10,998
New +$235K 0.14% 84

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

Butensky & Cohen Financial Security's BSCO Position: Q4 2024 in Review

Butensky & Cohen Financial Security sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 45,185 shares — an estimated $954K sold.

Butensky & Cohen Financial Security first reported a position in BSCO in Q3 2019 and held it in 21 quarters. The position peaked at $954K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Butensky & Cohen Financial Security reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Butensky & Cohen Financial Security sold 45,185 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $954K.
  • Butensky & Cohen Financial Security first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2019 and held it in 21 quarters.
  • Butensky & Cohen Financial Security's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $954K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Butensky & Cohen Financial Security's 13F filing for Q4 2024, filed 15 Jan 2025.