GRP
BSCO

Global Retirement Partners’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Global Retirement Partners’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
-41,402
Closed -$874K – 3807
2024
Q3 		$874K Sell
41,402
-10,652
-20% -$225K 0.03% 473
2024
Q2 		$1.1M Sell
52,054
-648
-1% -$13.6K 0.03% 399
2024
Q1 		$1.11M Sell
52,702
-1,673
-3% -$35K 0.04% 341
2023
Q4 		$1.14M Buy
54,375
+2,364
+5% +$49.1K 0.05% 316
2023
Q3 		$1.08M Sell
52,011
-2,067
-4% -$42.7K 0.05% 293
2023
Q2 		$1.11M Sell
54,078
-2,198
-4% -$45.3K 0.05% 299
2023
Q1 		$1.16M Buy
56,276
+9,074
+19% +$187K 0.06% 279
2022
Q4 		$967K Buy
47,202
+2,214
+5% +$45.2K 0.07% 259
2022
Q3 		$915K Buy
44,988
+762
+2% +$15.8K 0.07% 251
2022
Q2 		$917K Buy
44,226
+246
+0.6% +$5.13K 0.07% 256
2022
Q1 		$921K Buy
+43,980
New +$942K 0.07% 250
2021
Q4 		– Sell
-26,756
Closed -$592K – 1896
2021
Q3 		$592K Buy
26,756
+28
+0.1% +$621 0.06% 274
2021
Q2 		$593K Buy
26,728
+13,840
+107% +$308K 0.06% 261
2021
Q1 		$286K Buy
12,888
+794
+7% +$17.7K 0.03% 351
2020
Q4 		$271K Hold
12,094
– – 0.03% 338
2020
Q3 		$268K Sell
12,094
-648
-5% -$14.4K 0.04% 314
2020
Q2 		$281K Buy
12,742
+481
+4% +$10.4K 0.04% 303
2020
Q1 		$253K Hold
12,261
– – 0.05% 282
2019
Q4 		$263K Buy
12,261
+1,400
+13% +$30K 0.04% 331
2019
Q3 		$233K Hold
10,861
– – 0.04% 338
2019
Q2 		$231K Hold
10,861
– – 0.04% 323
2019
Q1 		$225K Hold
10,861
– – 0.05% 282
2018
Q4 		$217K Buy
10,861
+548
+5% +$10.9K 0.06% 268
2018
Q3 		$207K Buy
10,313
+770
+8% +$15.5K 0.05% 294
2018
Q2 		$192K Buy
9,543
+4,342
+83% +$87.1K 0.05% 291
2018
Q1 		$105K Buy
5,201
+740
+17% +$15.2K 0.03% 366
2017
Q4 		$93K Hold
4,461
– – 0.03% 377
2017
Q3 		$94K Buy
4,461
+417
+10% +$8.75K 0.04% 331
2017
Q2 		$84K Buy
4,044
+1,116
+38% +$23.2K 0.04% 325
2017
Q1 		$60K Hold
2,928
– – 0.03% 351
2016
Q4 		$60K Buy
+2,928
New +$60.7K 0.04% 331

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 Retirement Partners's BSCO Position: Q4 2024 in Review

Global Retirement Partners sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 41,402 shares — an estimated $874K sold.

Global Retirement Partners first reported a position in BSCO in Q4 2016 and held it in 31 quarters. The position peaked at $1.16M in Q1 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Global Retirement Partners reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Global Retirement Partners sold 41,402 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $874K.
  • Global Retirement Partners first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2016 and held it in 31 quarters.
  • Global Retirement Partners's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.16M in Q1 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.