Focus Partners Wealth
BSCO

Focus Partners Wealth’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Focus Partners Wealth’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
-498,524
Closed -$10.5M – 1982
2024
Q3 		$10.5M Buy
498,524
+1,637
+0.3% +$34.5K 0.03% 401
2024
Q2 		$10.5M Buy
496,887
+9,208
+2% +$194K 0.04% 384
2024
Q1 		$10.2M Buy
487,679
+9,465
+2% +$198K 0.08% 213
2023
Q4 		$9.99M Buy
+478,214
New +$9.94M 0.13% 151

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

Focus Partners Wealth's BSCO Position: Q4 2024 in Review

Focus Partners Wealth sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 498,524 shares — an estimated $10.5M sold.

Focus Partners Wealth first reported a position in BSCO in Q4 2023 and held it in 4 quarters. The position peaked at $10.5M in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Focus Partners Wealth reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 498,524 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $10.5M.
  • Focus Partners Wealth first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Focus Partners Wealth's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $10.5M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.