FIA
BSCO

Foundations Investment Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Foundations Investment Advisors’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
-30,518
Closed -$645K – 903
2024
Q3 		$645K Buy
30,518
+11,464
+60% +$242K 0.01% 456
2024
Q2 		$401K Buy
19,054
+5,527
+41% +$116K 0.01% 544
2024
Q1 		$284K Sell
13,527
-3,312,406
-100% -$69.3M 0.01% 594
2023
Q4 		$69.6M Buy
3,325,933
+3,306,591
+17,095% +$68.7M 1.87% 9
2023
Q3 		$400K Buy
+19,342
New +$399K 0.01% 446

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

Foundations Investment Advisors's BSCO Position: Q4 2024 in Review

Foundations Investment Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 30,518 shares — an estimated $645K sold.

Foundations Investment Advisors first reported a position in BSCO in Q3 2023 and held it in 5 quarters. The position peaked at $69.6M in Q4 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Foundations Investment Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 30,518 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $645K.
  • Foundations Investment Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2023 and held it in 5 quarters.
  • Foundations Investment Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $69.6M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Foundations Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.