CIAS
BSCO

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

CBIZ 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
-23,293
Closed -$492K – 515
2024
Q3 		$492K Buy
23,293
+133
+0.6% +$2.81K 0.03% 31
2024
Q2 		$488K Buy
23,160
+112
+0.5% +$2.36K 0.03% 28
2024
Q1 		$483K Sell
23,048
-234
-1% -$4.9K 0.03% 30
2023
Q4 		$486K Buy
+23,282
New +$484K 0.04% 27

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

CBIZ Investment Advisory Services's BSCO Position: Q4 2024 in Review

CBIZ Investment Advisory Services sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 23,293 shares — an estimated $492K sold.

CBIZ Investment Advisory Services first reported a position in BSCO in Q4 2023 and held it in 4 quarters. The position peaked at $492K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • CBIZ Investment Advisory Services reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 23,293 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $492K.
  • CBIZ Investment Advisory Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $492K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.