ECM
BSCO

Exchange Capital Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Exchange Capital Management’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
-225,562
Closed -$4.76M – 217
2024
Q3 		$4.76M Sell
225,562
-8,619
-4% -$182K 0.76% 40
2024
Q2 		$4.93M Sell
234,181
-11,021
-4% -$232K 0.8% 37
2024
Q1 		$5.14M Sell
245,202
-772
-0.3% -$16.2K 0.84% 33
2023
Q4 		$5.14M Buy
245,974
+14,471
+6% +$301K 0.92% 35
2023
Q3 		$4.79M Buy
231,503
+20,738
+10% +$428K 0.9% 37
2023
Q2 		$4.34M Buy
210,765
+3,437
+2% +$70.8K 0.81% 43
2023
Q1 		$4.27M Buy
207,328
+9,672
+5% +$199K 0.87% 41
2022
Q4 		$4.05M Buy
197,656
+7,357
+4% +$150K 0.89% 39
2022
Q3 		$3.88M Buy
190,299
+3,903
+2% +$80.8K 0.9% 37
2022
Q2 		$3.87M Buy
186,396
+11,582
+7% +$242K 0.84% 43
2022
Q1 		$3.68M Buy
174,814
+38,752
+28% +$830K 0.69% 51
2021
Q4 		$2.97M Buy
136,062
+29,289
+27% +$642K 0.54% 62
2021
Q3 		$2.36M Buy
106,773
+42,053
+65% +$932K 0.46% 73
2021
Q2 		$1.44M Buy
64,720
+9,383
+17% +$209K 0.28% 94
2021
Q1 		$1.23M Sell
55,337
-941
-2% -$21K 0.25% 100
2020
Q4 		$1.26M Sell
56,278
-693
-1% -$15.4K 0.28% 89
2020
Q3 		$1.26M Buy
56,971
+1,170
+2% +$26K 0.32% 83
2020
Q2 		$1.23M Buy
55,801
+18,171
+48% +$393K 0.34% 84
2020
Q1 		$777K Buy
37,630
+17,843
+90% +$379K 0.25% 97
2019
Q4 		$425K Buy
19,787
+5,148
+35% +$110K 0.11% 127
2019
Q3 		$314K Buy
14,639
+2,618
+22% +$55.9K 0.08% 132
2019
Q2 		$255K Buy
+12,021
New +$251K 0.07% 132

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 $419M AUM 19.95% 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

Exchange Capital Management's BSCO Position: Q4 2024 in Review

Exchange Capital Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 225,562 shares — an estimated $4.76M sold.

Exchange Capital Management first reported a position in BSCO in Q2 2019 and held it in 22 quarters. The position peaked at $5.14M in Q1 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Exchange Capital Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Exchange Capital Management sold 225,562 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $4.76M.
  • Exchange Capital Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2019 and held it in 22 quarters.
  • Exchange Capital Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $5.14M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Exchange Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.