Jones Financial Companies
BSCO

Jones Financial Companies’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Jones Financial Companies’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
-52,193
Closed -$1.1M – 3532
2024
Q3 		$1.1M Buy
52,193
+37,018
+244% +$781K ﹤0.01% 585
2024
Q2 		$320K Buy
15,175
+14,821
+4,187% +$312K ﹤0.01% 675
2024
Q1 		$7.42K Buy
+354
New +$7.41K ﹤0.01% 1116
2021
Q4 		– Sell
-1,040
Closed -$23K – 785
2021
Q3 		$23K Buy
+1,040
New +$23.1K ﹤0.01% 413

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

Jones Financial Companies's BSCO Position: Q4 2024 in Review

Jones Financial Companies sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 52,193 shares — an estimated $1.1M sold.

Jones Financial Companies first reported a position in BSCO in Q3 2021 and held it in 4 quarters. The position peaked at $1.1M in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Jones Financial Companies reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Jones Financial Companies sold 52,193 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $1.1M.
  • Jones Financial Companies first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2021 and held it in 4 quarters.
  • Jones Financial Companies's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.1M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Jones Financial Companies's 13F filing for Q4 2024, filed 6 Feb 2025.