CFCI
BSCO

Comprehensive Financial Consultants Institutional’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Comprehensive Financial Consultants Institutional’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
-33,963
Closed -$717K – 178
2024
Q3 		$717K Buy
33,963
+474
+1% +$10K 0.26% 108
2024
Q2 		$705K Sell
33,489
-1,448
-4% -$30.5K 0.28% 102
2024
Q1 		$733K Buy
34,937
+237
+0.7% +$4.96K 0.3% 101
2023
Q4 		$725K Sell
34,700
-2,233
-6% -$46.4K 0.34% 98
2023
Q3 		$763K Sell
36,933
-3,940
-10% -$81.3K 0.4% 87
2023
Q2 		$844K Sell
40,873
-230
-0.6% -$4.74K 0.45% 85
2023
Q1 		$846K Sell
41,103
-353
-0.9% -$7.26K 0.48% 84
2022
Q4 		$855K Buy
41,456
+972
+2% +$19.9K 0.52% 77
2022
Q3 		$823K Buy
40,484
+8,305
+26% +$172K 0.54% 69
2022
Q2 		$668K Buy
32,179
+24
+0.1% +$501 0.47% 81
2022
Q1 		$671K Sell
32,155
-467
-1% -$10K 0.47% 83
2021
Q4 		$695K Buy
+32,622
New +$715K 0.45% 79

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

Comprehensive Financial Consultants Institutional's BSCO Position: Q4 2024 in Review

Comprehensive Financial Consultants Institutional sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 33,963 shares — an estimated $717K sold.

Comprehensive Financial Consultants Institutional first reported a position in BSCO in Q4 2021 and held it in 12 quarters. The position peaked at $855K in Q4 2022. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Comprehensive Financial Consultants Institutional reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 33,963 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $717K.
  • Comprehensive Financial Consultants Institutional first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
  • Comprehensive Financial Consultants Institutional's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $855K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q4 2024, filed 24 Jan 2025.