Cerity Partners
BSCO

Cerity Partners’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Cerity Partners’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
-25,366
Closed -$536K – 2638
2024
Q3 		$536K Buy
25,366
+4,584
+22% +$96.7K ﹤0.01% 1744
2024
Q2 		$438K Sell
20,782
-2,893
-12% -$60.8K ﹤0.01% 1607
2024
Q1 		$496K Buy
23,675
+482
+2% +$10.1K ﹤0.01% 1600
2023
Q4 		$484K Buy
23,193
+993
+4% +$20.6K ﹤0.01% 1284
2023
Q3 		$459K Sell
22,200
-3,609
-14% -$74.5K ﹤0.01% 1009
2023
Q2 		$531K Sell
25,809
-202
-0.8% -$4.16K ﹤0.01% 1153
2023
Q1 		$536K Buy
26,011
+2,219
+9% +$45.6K ﹤0.01% 1264
2022
Q4 		$488K Buy
23,792
+11,580
+95% +$237K ﹤0.01% 962
2022
Q3 		$249K Buy
+12,212
New +$253K ﹤0.01% 973

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cerity Partners's BSCO Position: Q4 2024 in Review

Cerity Partners sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 25,366 shares — an estimated $536K sold.

Cerity Partners first reported a position in BSCO in Q3 2022 and held it in 9 quarters. The position peaked at $536K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Cerity Partners reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 25,366 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $536K.
  • Cerity Partners first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2022 and held it in 9 quarters.
  • Cerity Partners's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $536K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.