GCA
BSCO

Genesee Capital Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Genesee Capital 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
-10,980
Closed -$232K – 135
2024
Q3 		$232K Buy
10,980
+120
+1% +$2.53K 0.11% 112
2024
Q2 		$229K Buy
10,860
+100
+0.9% +$2.1K 0.11% 104
2024
Q1 		$226K Buy
10,760
+84
+0.8% +$1.76K 0.12% 102
2023
Q4 		$223K Sell
10,676
-31,207
-75% -$648K 0.14% 95
2023
Q3 		$866K Sell
41,883
-4,371
-9% -$90.2K 0.62% 46
2023
Q2 		$951K Sell
46,254
-1,474
-3% -$30.4K 0.65% 42
2023
Q1 		$983K Buy
47,728
+335
+0.7% +$6.89K 0.7% 41
2022
Q4 		$971K Buy
+47,393
New +$968K 0.72% 40

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 $451M AUM 13.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Genesee Capital Advisors's BSCO Position: Q4 2024 in Review

Genesee Capital Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 10,980 shares — an estimated $232K sold.

Genesee Capital Advisors first reported a position in BSCO in Q4 2022 and held it in 8 quarters. The position peaked at $983K in Q1 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Genesee Capital Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Genesee Capital Advisors sold 10,980 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $232K.
  • Genesee Capital Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
  • Genesee Capital Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $983K in Q1 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

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