IFG
BSCO

Independent Financial Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Independent Financial Group’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
-17,843
Closed -$377K – 1255
2024
Q3 		$377K Buy
17,843
+2,976
+20% +$62.8K 0.01% 774
2024
Q2 		$313K Buy
14,867
+206
+1% +$4.33K 0.01% 812
2024
Q1 		$307K Buy
14,661
+2,095
+17% +$43.9K 0.01% 770
2023
Q4 		$262K Buy
+12,566
New +$261K 0.01% 783

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

Independent Financial Group's BSCO Position: Q4 2024 in Review

Independent Financial Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 17,843 shares — an estimated $377K sold.

Independent Financial Group first reported a position in BSCO in Q4 2023 and held it in 4 quarters. The position peaked at $377K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Independent Financial Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 17,843 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $377K.
  • Independent Financial Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Independent Financial Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $377K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.