EH
BSCO

Equitable Holdings’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Equitable Holdings’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
-235,113
Closed -$4.97M – 1347
2024
Q3 		$4.97M Buy
235,113
+5,180
+2% +$109K 0.05% 281
2024
Q2 		$4.84M Sell
229,933
-10,210
-4% -$215K 0.05% 268
2024
Q1 		$5.04M Buy
240,143
+19,819
+9% +$415K 0.06% 239
2023
Q4 		$4.6M Buy
220,324
+55,733
+34% +$1.16M 0.06% 235
2023
Q3 		$3.4M Buy
164,591
+9,895
+6% +$204K 0.05% 261
2023
Q2 		$3.18M Buy
154,696
+32,465
+27% +$669K 0.05% 258
2023
Q1 		$2.52M Buy
122,231
+16,413
+16% +$337K 0.04% 281
2022
Q4 		$2.17M Buy
105,818
+47,981
+83% +$980K 0.04% 284
2022
Q3 		$1.18M Buy
57,837
+15,643
+37% +$324K 0.02% 371
2022
Q2 		$875K Buy
+42,194
New +$881K 0.02% 434

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

Equitable Holdings's BSCO Position: Q4 2024 in Review

Equitable Holdings sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 235,113 shares — an estimated $4.97M sold.

Equitable Holdings first reported a position in BSCO in Q2 2022 and held it in 10 quarters. The position peaked at $5.04M in Q1 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Equitable Holdings reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Equitable Holdings sold 235,113 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $4.97M.
  • Equitable Holdings first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2022 and held it in 10 quarters.
  • Equitable Holdings's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $5.04M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Equitable Holdings's 13F filing for Q4 2024, filed 12 Feb 2025.