Jim Simons
BSCO

Jim Simons’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Jim Simons’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
-2,088,700
Closed -$44.1M – 3994
2024
Q3 		$44.1M Sell
2,088,700
-6,100
-0.3% -$129K 0.07% 360
2024
Q2 		$44.1M Sell
2,094,800
-62,796
-3% -$1.32M 0.07% 327
2024
Q1 		$45.2M Buy
2,157,596
+584,328
+37% +$12.2M 0.07% 330
2023
Q4 		$32.9M Buy
1,573,268
+1,137,484
+261% +$23.6M 0.05% 426
2023
Q3 		$9.01M Buy
435,784
+139,043
+47% +$2.87M 0.02% 981
2023
Q2 		$6.1M Buy
296,741
+59,031
+25% +$1.22M 0.01% 1312
2023
Q1 		$4.89M Sell
237,710
-1,288
-0.5% -$26.5K 0.01% 1490
2022
Q4 		$4.9M Buy
+238,998
New +$4.88M 0.01% 1536
2022
Q3 		– Sell
-22,161
Closed -$460K – 4496
2022
Q2 		$460K Sell
22,161
-7,689
-26% -$160K ﹤0.01% 3209
2022
Q1 		$629K Sell
29,850
-3,994
-12% -$85.5K ﹤0.01% 3033
2021
Q4 		$739K Buy
+33,844
New +$742K ﹤0.01% 2876

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

Jim Simons's BSCO Position: Q4 2024 in Review

Jim Simons sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 2,088,700 shares — an estimated $44.1M sold.

Jim Simons first reported a position in BSCO in Q4 2021 and held it in 11 quarters. The position peaked at $45.2M in Q1 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Jim Simons reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Jim Simons sold 2,088,700 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $44.1M.
  • Jim Simons first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2021 and held it in 11 quarters.
  • Jim Simons's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $45.2M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Renaissance Technologies's 13F filing for Q4 2024, filed 13 Feb 2025.