GJIA
BSCO

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

Glass Jacobson 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
-4,321
Closed -$91.3K – 873
2024
Q3 		$91.3K Hold
4,321
– – 0.03% 292
2024
Q2 		$91K Buy
4,321
+11
+0.3% +$231 0.03% 282
2024
Q1 		$90.4K Buy
4,310
+30
+0.7% +$628 0.03% 288
2023
Q4 		$89.4K Buy
4,280
+29
+0.7% +$603 0.04% 280
2023
Q3 		$87.9K Buy
4,251
+27
+0.6% +$557 0.04% 271
2023
Q2 		$86.9K Buy
+4,224
New +$87K 0.04% 272
2022
Q4 		$139K Buy
+6,790
New +$139K 0.07% 230

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 $478M AUM 21.36% 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

Glass Jacobson Investment Advisors's BSCO Position: Q4 2024 in Review

Glass Jacobson Investment Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 4,321 shares — an estimated $91.3K sold.

Glass Jacobson Investment Advisors first reported a position in BSCO in Q4 2022 and held it in 7 quarters. The position peaked at $139K in Q4 2022. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Glass Jacobson Investment Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 4,321 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $91.3K.
  • Glass Jacobson Investment Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
  • Glass Jacobson Investment Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $139K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.