CFS
BSCO

CRA Financial Services’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

CRA Financial 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
-22,295
Closed -$471K – 284
2024
Q3 		$471K Buy
22,295
+6,420
+40% +$135K 0.09% 145
2024
Q2 		$334K Buy
+15,875
New +$334K 0.07% 165

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

CRA Financial Services's BSCO Position: Q4 2024 in Review

CRA Financial Services sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 22,295 shares — an estimated $471K sold.

CRA Financial Services first reported a position in BSCO in Q2 2024 and held it in 2 quarters. The position peaked at $471K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • CRA Financial Services reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • CRA Financial Services sold 22,295 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $471K.
  • CRA Financial Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • CRA Financial Services's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $471K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on CRA Financial Services's 13F filing for Q4 2024, filed 31 Jan 2025.