Creative Planning
BSCO

Creative Planning’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Creative Planning’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
-38,086
Closed -$804K – 3692
2024
Q3 		$804K Sell
38,086
-6,816
-15% -$144K ﹤0.01% 1700
2024
Q2 		$946K Sell
44,902
-373
-0.8% -$7.84K ﹤0.01% 1443
2024
Q1 		$949K Buy
45,275
+3,288
+8% +$68.8K ﹤0.01% 1370
2023
Q4 		$877K Sell
41,987
-340
-0.8% -$7.06K ﹤0.01% 1304
2023
Q3 		$875K Buy
42,327
+2,617
+7% +$54K ﹤0.01% 1229
2023
Q2 		$817K Sell
39,710
-4,554
-10% -$93.8K ﹤0.01% 1243
2023
Q1 		$911K Buy
44,264
+2,113
+5% +$43.4K ﹤0.01% 1129
2022
Q4 		$863K Buy
42,151
+5,174
+14% +$106K ﹤0.01% 1111
2022
Q3 		$754K Buy
36,977
+2,834
+8% +$58.7K ﹤0.01% 1097
2022
Q2 		$708K Sell
34,143
-679
-2% -$14.2K ﹤0.01% 1129
2022
Q1 		$734K Sell
34,822
-3,549
-9% -$76K ﹤0.01% 1127
2021
Q4 		$838K Buy
38,371
+563
+1% +$12.3K ﹤0.01% 1034
2021
Q3 		$836K Sell
37,808
-17,355
-31% -$385K ﹤0.01% 1035
2021
Q2 		$1.22M Buy
+55,163
New +$1.23M ﹤0.01% 853
2017
Q3 		– Sell
-262
Closed -$5K – 3828
2017
Q2 		$5K Hold
262
– – ﹤0.01% 4017
2017
Q1 		$5K Buy
+262
New +$5.36K ﹤0.01% 3984
2016
Q4 		– Sell
-1,860
Closed -$40K – 4887
2016
Q3 		$40K Buy
+1,860
New +$39.6K ﹤0.01% 2543

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Creative Planning's BSCO Position: Q4 2024 in Review

Creative Planning sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 38,086 shares — an estimated $804K sold.

Creative Planning first reported a position in BSCO in Q3 2016 and held it in 17 quarters. The position peaked at $1.22M in Q2 2021. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Creative Planning reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 38,086 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $804K.
  • Creative Planning first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2016 and held it in 17 quarters.
  • Creative Planning's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.22M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.