IA
BSCO

IFG Advisory’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

IFG Advisory’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
Q3 		– Sell
-13,609
Closed -$287K – 636
2024
Q2 		$287K Sell
13,609
-1,642
-11% -$34.5K 0.02% 522
2024
Q1 		$320K Sell
15,251
-2,827
-16% -$59.2K 0.02% 339
2023
Q4 		$378K Buy
18,078
+5,956
+49% +$124K 0.03% 425
2023
Q3 		$251K Hold
12,122
– – 0.02% 474
2023
Q2 		$249K Buy
12,122
+943
+8% +$19.4K 0.02% 300
2023
Q1 		$230K Hold
11,179
– – 0.02% 465
2022
Q4 		$229K Buy
11,179
+457
+4% +$9.34K 0.02% 441
2022
Q3 		$218K Buy
+10,722
New +$222K 0.02% 480
2019
Q3 		– Sell
-68,437
Closed -$1.51M – 454
2019
Q2 		$1.51M Buy
+68,437
New +$1.43M 0.27% 80

Other funds holding BSCO

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

IFG Advisory's BSCO Position: Q3 2024 in Review

IFG Advisory sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q3 2024, closing a stake of 13,609 shares — an estimated $287K sold.

IFG Advisory first reported a position in BSCO in Q2 2019 and held it in 9 quarters. The position peaked at $1.51M in Q2 2019. 354 funds tracked by Wall St. Rank hold BSCO as of Q3 2024.

  • IFG Advisory reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • IFG Advisory sold 13,609 Invesco BulletShares 2024 Corporate Bond ETF shares in Q3 2024, an estimated $287K.
  • IFG Advisory first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2019 and held it in 9 quarters.
  • IFG Advisory's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.51M in Q2 2019.
  • 354 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q3 2024.

Based on IFG Advisory's 13F filing for Q3 2024, filed 30 Oct 2024.