DAS
BSCO

Diversify Advisory Services’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Diversify Advisory 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
-220,465
Closed -$4.65M – 699
2024
Q3 		$4.65M Sell
220,465
-81,921
-27% -$1.73M 0.25% 78
2024
Q2 		$6.38M Buy
+302,386
New +$6.36M 0.35% 49

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

Diversify Advisory Services's BSCO Position: Q4 2024 in Review

Diversify Advisory Services sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 220,465 shares — an estimated $4.65M sold.

Diversify Advisory Services first reported a position in BSCO in Q2 2024 and held it in 2 quarters. The position peaked at $6.38M in Q2 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Diversify Advisory Services reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 220,465 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $4.65M.
  • Diversify Advisory Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Diversify Advisory Services's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $6.38M in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Diversify Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.