CA
BSCO

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

Claro 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
-44,367
Closed -$937K – 559
2024
Q3 		$937K Buy
44,367
+1,167
+3% +$24.6K 0.12% 162
2024
Q2 		$910K Sell
43,200
-2,002
-4% -$42.1K 0.14% 143
2024
Q1 		$948K Buy
45,202
+887
+2% +$18.6K 0.16% 140
2023
Q4 		$926K Buy
44,315
+21,183
+92% +$440K 0.2% 114
2023
Q3 		$478K Buy
23,132
+1,227
+6% +$25.3K 0.12% 200
2023
Q2 		$451K Buy
+21,905
New +$451K 0.11% 208

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

Claro Advisors's BSCO Position: Q4 2024 in Review

Claro Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 44,367 shares — an estimated $937K sold.

Claro Advisors first reported a position in BSCO in Q2 2023 and held it in 6 quarters. The position peaked at $948K in Q1 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Claro Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Claro Advisors sold 44,367 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $937K.
  • Claro Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2023 and held it in 6 quarters.
  • Claro Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $948K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

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