FFG
BSCO

Foundry Financial Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Foundry Financial Group’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
-14,438
Closed -$305K – 64
2024
Q3 		$305K Sell
14,438
-1,279
-8% -$27K 0.19% 48
2024
Q2 		$331K Hold
15,717
– – 0.23% 45
2024
Q1 		$330K Sell
15,717
-300
-2% -$6.28K 0.24% 42
2023
Q4 		$335K Buy
+16,017
New +$333K 0.28% 44

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Foundry Financial Group's BSCO Position: Q4 2024 in Review

Foundry Financial Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 14,438 shares — an estimated $305K sold.

Foundry Financial Group first reported a position in BSCO in Q4 2023 and held it in 4 quarters. The position peaked at $335K in Q4 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Foundry Financial Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Foundry Financial Group sold 14,438 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $305K.
  • Foundry Financial Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Foundry Financial Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $335K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Foundry Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.