CIAS
BSCO

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

Capital Investment Advisory Services’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
-12,265
Closed -$259K – 1017
2024
Q3 		$259K Sell
12,265
-650
-5% -$13.7K 0.02% 442
2024
Q2 		$272K Hold
12,915
– – 0.03% 411
2024
Q1 		$271K Buy
12,915
+500
+4% +$10.5K 0.03% 421
2023
Q4 		$259K Hold
12,415
– – 0.02% 428
2023
Q3 		$257K Sell
12,415
-400
-3% -$8.26K 0.03% 411
2023
Q2 		$264K Hold
12,815
– – 0.03% 394
2023
Q1 		$264K Sell
12,815
-300
-2% -$6.17K 0.03% 392
2022
Q4 		$269K Buy
13,115
+3,585
+38% +$73.2K 0.03% 391
2022
Q3 		$194K Buy
9,530
+9,165
+2,511% +$190K 0.03% 437
2022
Q2 		$8K Hold
365
– – ﹤0.01% 738
2022
Q1 		$8K Hold
365
– – ﹤0.01% 762
2021
Q4 		$8K Buy
+365
New +$8K ﹤0.01% 741

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 Advisory Services's BSCO Position: Q4 2024 in Review

Capital Investment Advisory Services sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 12,265 shares — an estimated $259K sold.

Capital Investment Advisory Services first reported a position in BSCO in Q4 2021 and held it in 12 quarters. The position peaked at $272K in Q2 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Capital Investment Advisory Services reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Investment Advisory Services sold 12,265 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $259K.
  • Capital Investment Advisory Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
  • Capital Investment Advisory Services's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $272K in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Capital Investment Advisory Services's 13F filing for Q4 2024, filed 23 Jan 2025.