HIP
BSCO

HUB Investment Partners’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

HUB Investment 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
-20,219
Closed -$427K – 660
2024
Q3 		$427K Sell
20,219
-2,131
-10% -$45K 0.02% 324
2024
Q2 		$471K Sell
22,350
-3,471
-13% -$73K 0.02% 293
2024
Q1 		$541K Sell
25,821
-48,727
-65% -$1.02M 0.03% 268
2023
Q4 		$1.56M Sell
74,548
-200,797
-73% -$4.17M 0.11% 144
2023
Q3 		$5.69M Sell
275,345
-14,639
-5% -$302K 0.86% 28
2023
Q2 		$5.96M Buy
289,984
+5,778
+2% +$119K 0.99% 23
2023
Q1 		$5.85M Buy
284,206
+38,722
+16% +$796K 1.21% 17
2022
Q4 		$5.03M Buy
245,484
+42,713
+21% +$873K 1.1% 19
2022
Q3 		$4.13M Buy
202,771
+1,391
+0.7% +$28.8K 1.25% 18
2022
Q2 		$4.18M Buy
201,380
+11,298
+6% +$236K 1.3% 16
2022
Q1 		$4M Sell
190,082
-11,837
-6% -$253K 0.94% 22
2021
Q4 		$4.41M Sell
201,919
-3,573
-2% -$78.3K 1.02% 18
2021
Q3 		$4.54M Sell
205,492
-19,162
-9% -$425K 1.08% 17
2021
Q2 		$4.99M Sell
224,654
-15,666
-7% -$348K 1.33% 15
2021
Q1 		$5.33M Sell
240,320
-7,374
-3% -$164K 1.57% 8
2020
Q4 		$5.49M Buy
+247,694
New +$5.52M 2.5% 9

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

HUB Investment Partners's BSCO Position: Q4 2024 in Review

HUB Investment Partners sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 20,219 shares — an estimated $427K sold.

HUB Investment Partners first reported a position in BSCO in Q4 2020 and held it in 16 quarters. The position peaked at $5.96M in Q2 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • HUB Investment Partners reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • HUB Investment Partners sold 20,219 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $427K.
  • HUB Investment Partners first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2020 and held it in 16 quarters.
  • HUB Investment Partners's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $5.96M in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on HUB Investment Partners's 13F filing for Q4 2024, filed 11 Feb 2025.