CGFA
BSCO

Colton Groome Financial Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Colton Groome Financial 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
-154,346
Closed -$3.26M – 134
2024
Q3 		$3.26M Buy
154,346
+7,356
+5% +$155K 1.22% 16
2024
Q2 		$3.1M Sell
146,990
-17,546
-11% -$369K 1.22% 21
2024
Q1 		$3.45M Sell
164,536
-1,267
-0.8% -$26.5K 1.39% 18
2023
Q4 		$3.46M Buy
165,803
+11,187
+7% +$232K 1.51% 15
2023
Q3 		$3.2M Buy
154,616
+4,645
+3% +$95.9K 1.6% 16
2023
Q2 		$3.08M Buy
149,971
+26,747
+22% +$551K 1.45% 17
2023
Q1 		$2.54M Buy
123,224
+20,375
+20% +$419K 1.21% 24
2022
Q4 		$2.11M Buy
102,849
+11,430
+13% +$234K 1.03% 30
2022
Q3 		$1.86M Buy
91,419
+11,866
+15% +$246K 0.95% 26
2022
Q2 		$1.65M Buy
79,553
+49,749
+167% +$1.04M 0.83% 27
2022
Q1 		$628K Buy
+29,804
New +$638K 0.29% 52

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

Colton Groome Financial Advisors's BSCO Position: Q4 2024 in Review

Colton Groome Financial Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 154,346 shares — an estimated $3.26M sold.

Colton Groome Financial Advisors first reported a position in BSCO in Q1 2022 and held it in 11 quarters. The position peaked at $3.46M in Q4 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Colton Groome Financial Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 154,346 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $3.26M.
  • Colton Groome Financial Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2022 and held it in 11 quarters.
  • Colton Groome Financial Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $3.46M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.