JIP
BSCO

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

Jaffetilchin 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
-900,692
Closed -$19M – 1369
2024
Q3 		$19M Buy
900,692
+45,357
+5% +$957K 1.44% 17
2024
Q2 		$18M Buy
855,335
+45,440
+6% +$956K 1.54% 17
2024
Q1 		$17M Buy
+809,895
New +$17M 1.52% 17

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

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

Jaffetilchin Investment Partners sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 900,692 shares — an estimated $19M sold.

Jaffetilchin Investment Partners first reported a position in BSCO in Q1 2024 and held it in 3 quarters. The position peaked at $19M in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 900,692 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $19M.
  • Jaffetilchin Investment Partners first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $19M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

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