KC
BSCO

Kades & Cheifetz’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Kades & Cheifetz’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
-27,776
Closed -$587K – 112
2024
Q3 		$587K Sell
27,776
-320
-1% -$6.75K 0.34% 57
2024
Q2 		$592K Buy
28,096
+234
+0.8% +$4.92K 0.37% 54
2024
Q1 		$584K Buy
27,862
+811
+3% +$17K 0.37% 52
2023
Q4 		$565K Buy
27,051
+15,962
+144% +$332K 0.4% 49
2023
Q3 		$229K Buy
11,089
+53
+0.5% +$1.09K 0.18% 69
2023
Q2 		$227K Buy
11,036
+250
+2% +$5.15K 0.17% 73
2023
Q1 		$222K Hold
10,786
– – 0.18% 74
2022
Q4 		$221K Buy
+10,786
New +$220K 0.18% 73

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 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 $349M AUM 12.51% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Kades & Cheifetz's BSCO Position: Q4 2024 in Review

Kades & Cheifetz sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 27,776 shares — an estimated $587K sold.

Kades & Cheifetz first reported a position in BSCO in Q4 2022 and held it in 8 quarters. The position peaked at $592K in Q2 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Kades & Cheifetz reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kades & Cheifetz sold 27,776 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $587K.
  • Kades & Cheifetz first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
  • Kades & Cheifetz's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $592K in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.