GI
BSCO

Gradient Investments’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Gradient Investments’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
-185,982
Closed -$3.93M – 333
2024
Q3 		$3.93M Sell
185,982
-18,663
-9% -$394K 0.08% 147
2024
Q2 		$4.31M Sell
204,645
-18,169
-8% -$382K 0.1% 153
2024
Q1 		$4.67M Sell
222,814
-12,512
-5% -$262K 0.11% 145
2023
Q4 		$4.91M Sell
235,326
-12,210
-5% -$254K 0.12% 137
2023
Q3 		$5.12M Sell
247,536
-21,360
-8% -$441K 0.14% 133
2023
Q2 		$5.53M Sell
268,896
-491,304
-65% -$10.1M 0.14% 133
2023
Q1 		$15.7M Sell
760,200
-162,687
-18% -$3.34M 0.43% 71
2022
Q4 		$18.9M Buy
922,887
+173,439
+23% +$3.54M 0.6% 42
2022
Q3 		$15.3M Sell
749,448
-158,935
-17% -$3.29M 0.47% 51
2022
Q2 		$18.8M Buy
908,383
+470,287
+107% +$9.81M 0.55% 37
2022
Q1 		$9.23M Buy
438,096
+402,946
+1,146% +$8.63M 0.24% 116
2021
Q4 		$767K Sell
35,150
-4,967
-12% -$109K 0.02% 181
2021
Q3 		$887K Sell
40,117
-4,116
-9% -$91.2K 0.02% 176
2021
Q2 		$982K Sell
44,233
-6,904
-14% -$153K 0.03% 173
2021
Q1 		$1.13M Buy
51,137
+35,960
+237% +$801K 0.04% 176
2020
Q4 		$337K Hold
15,177
– – 0.01% 222
2020
Q3 		$337K Sell
15,177
-3,762
-20% -$83.7K 0.01% 223
2020
Q2 		$417K Buy
+18,939
New +$410K 0.02% 205
2018
Q3 		– Sell
-447
Closed -$9K – 1085
2018
Q2 		$9K Buy
+447
New +$8.97K ﹤0.01% 638

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

Gradient Investments's BSCO Position: Q4 2024 in Review

Gradient Investments sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 185,982 shares — an estimated $3.93M sold.

Gradient Investments first reported a position in BSCO in Q2 2018 and held it in 19 quarters. The position peaked at $18.9M in Q4 2022. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Gradient Investments reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Gradient Investments sold 185,982 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $3.93M.
  • Gradient Investments first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2018 and held it in 19 quarters.
  • Gradient Investments's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $18.9M in Q4 2022.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Gradient Investments's 13F filing for Q4 2024, filed 21 Jan 2025.