GFPC
BSCO

Global Financial Private Client’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Global Financial Private Client’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
-41,834
Closed -$884K – 1684
2024
Q3 		$884K Buy
41,834
+547
+1% +$11.5K 0.34% 82
2024
Q2 		$870K Buy
41,287
+350
+0.9% +$7.36K 0.36% 75
2024
Q1 		$858K Sell
40,937
-999
-2% -$20.9K 0.37% 77
2023
Q4 		$876K Sell
41,936
-29,259
-41% -$608K 0.41% 68
2023
Q3 		$1.47M Sell
71,195
-452
-0.6% -$9.33K 0.76% 29
2023
Q2 		$1.47M Sell
71,647
-1,524
-2% -$31.4K 0.73% 31
2023
Q1 		$1.51M Buy
73,171
+40,946
+127% +$842K 0.78% 30
2022
Q4 		$660K Sell
32,225
-7,752
-19% -$158K 0.37% 65
2022
Q3 		$818K Buy
39,977
+13,937
+54% +$289K 0.47% 56
2022
Q2 		$541K Buy
+26,040
New +$543K 0.31% 75

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

Global Financial Private Client's BSCO Position: Q4 2024 in Review

Global Financial Private Client sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 41,834 shares — an estimated $884K sold.

Global Financial Private Client first reported a position in BSCO in Q2 2022 and held it in 10 quarters. The position peaked at $1.51M in Q1 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Global Financial Private Client reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Global Financial Private Client sold 41,834 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $884K.
  • Global Financial Private Client first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2022 and held it in 10 quarters.
  • Global Financial Private Client's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.51M in Q1 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Global Financial Private Client's 13F filing for Q4 2024, filed 14 Jan 2025.