CIA
BSCO

Capital Investment Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Capital Investment 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
-20,566
Closed -$434K – 703
2024
Q3 		$434K Sell
20,566
-1,418
-6% -$29.9K 0.01% 434
2024
Q2 		$463K Sell
21,984
-484
-2% -$10.2K 0.01% 411
2024
Q1 		$471K Sell
22,468
-3,867
-15% -$81K 0.01% 405
2023
Q4 		$550K Sell
26,335
-2,145
-8% -$44.6K 0.01% 367
2023
Q3 		$589K Sell
28,480
-573
-2% -$11.8K 0.02% 328
2023
Q2 		$598K Buy
29,053
+1,105
+4% +$22.8K 0.02% 316
2023
Q1 		$575K Sell
27,948
-435
-2% -$8.94K 0.02% 334
2022
Q4 		$581K Sell
28,383
-5,433
-16% -$111K 0.02% 335
2022
Q3 		$690K Sell
33,816
-4,883
-13% -$101K 0.02% 293
2022
Q2 		$803K Sell
38,699
-5,445
-12% -$114K 0.03% 274
2022
Q1 		$930K Sell
44,144
-272
-0.6% -$5.82K 0.03% 277
2021
Q4 		$970K Sell
44,416
-563
-1% -$12.3K 0.03% 280
2021
Q3 		$994K Buy
44,979
+31
+0.1% +$687 0.03% 271
2021
Q2 		$997K Sell
44,948
-1,689
-4% -$37.5K 0.03% 270
2021
Q1 		$1.03M Sell
46,637
-263
-0.6% -$5.86K 0.04% 248
2020
Q4 		$1.05M Sell
46,900
-3,392
-7% -$75.5K 0.04% 235
2020
Q3 		$1.11M Buy
50,292
+2,423
+5% +$53.9K 0.05% 207
2020
Q2 		$1.05M Buy
47,869
+3,468
+8% +$75K 0.05% 207
2020
Q1 		$917K Buy
44,401
+544
+1% +$11.5K 0.06% 207
2019
Q4 		$942K Buy
43,857
+18,790
+75% +$403K 0.05% 245
2019
Q3 		$537K Buy
+25,067
New +$535K 0.03% 301

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

Capital Investment Advisors's BSCO Position: Q4 2024 in Review

Capital Investment Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 20,566 shares — an estimated $434K sold.

Capital Investment Advisors first reported a position in BSCO in Q3 2019 and held it in 21 quarters. The position peaked at $1.11M in Q3 2020. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Capital Investment Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Investment Advisors sold 20,566 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $434K.
  • Capital Investment Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2019 and held it in 21 quarters.
  • Capital Investment Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.11M in Q3 2020.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Capital Investment Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.