GIA
BSCO

Gladstone Institutional Advisory’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Gladstone Institutional Advisory’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
-165,847
Closed -$3.5M – 752
2024
Q3 		$3.5M Buy
165,847
+434
+0.3% +$9.16K 0.17% 146
2024
Q2 		$3.48M Buy
165,413
+10,081
+6% +$212K 0.18% 147
2024
Q1 		$3.26M Buy
155,332
+5,028
+3% +$105K 0.18% 152
2023
Q4 		$3.14M Buy
150,304
+22,256
+17% +$462K 0.18% 147
2023
Q3 		$2.65M Buy
128,048
+23,777
+23% +$491K 0.17% 152
2023
Q2 		$2.14M Buy
104,271
+8,641
+9% +$178K 0.13% 187
2023
Q1 		$1.97M Buy
95,630
+16,896
+21% +$347K 0.13% 195
2022
Q4 		$1.61M Sell
78,734
-7,437
-9% -$152K 0.11% 213
2022
Q3 		$1.76M Sell
86,171
-48,770
-36% -$1.01M 0.14% 183
2022
Q2 		$2.8M Sell
134,941
-3,392
-2% -$70.8K 0.22% 115
2022
Q1 		$2.92M Buy
138,333
+127,157
+1,138% +$2.72M 0.2% 135
2021
Q4 		$244K Buy
+11,176
New +$245K 0.02% 519
2021
Q3 		– Sell
-52,765
Closed -$1.17M – 605
2021
Q2 		$1.17M Buy
+52,765
New +$1.17M 0.14% 171

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

Gladstone Institutional Advisory's BSCO Position: Q4 2024 in Review

Gladstone Institutional Advisory sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 165,847 shares — an estimated $3.5M sold.

Gladstone Institutional Advisory first reported a position in BSCO in Q2 2021 and held it in 13 quarters. The position peaked at $3.5M in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Gladstone Institutional Advisory reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 165,847 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $3.5M.
  • Gladstone Institutional Advisory first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2021 and held it in 13 quarters.
  • Gladstone Institutional Advisory's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $3.5M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.