KP
BSCO

Keel Point’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Keel Point’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
-122,903
Closed -$2.6M – 475
2024
Q3 		$2.6M Buy
122,903
+241
+0.2% +$5.09K 0.22% 79
2024
Q2 		$2.59M Buy
122,662
+8,189
+7% +$172K 0.23% 75
2024
Q1 		$2.4M Buy
114,473
+10,988
+11% +$230K 0.25% 69
2023
Q4 		$2.16M Buy
103,485
+45,769
+79% +$951K 0.26% 75
2023
Q3 		$1.19M Buy
57,716
+848
+1% +$17.5K 0.16% 97
2023
Q2 		$1.17M Buy
56,868
+10,340
+22% +$213K 0.16% 99
2023
Q1 		$958K Buy
46,528
+22,593
+94% +$464K 0.14% 117
2022
Q4 		$490K Buy
23,935
+3,140
+15% +$64.2K 0.08% 165
2022
Q3 		$424K Sell
20,795
-1,030
-5% -$21.3K 0.07% 156
2022
Q2 		$454K Buy
+21,825
New +$455K 0.07% 153
2021
Q3 		– Sell
-9,115
Closed -$202K – 294
2021
Q2 		$202K Buy
+9,115
New +$203K 0.02% 257

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

Keel Point's BSCO Position: Q4 2024 in Review

Keel Point sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 122,903 shares — an estimated $2.6M sold.

Keel Point first reported a position in BSCO in Q2 2021 and held it in 11 quarters. The position peaked at $2.6M in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Keel Point reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Keel Point sold 122,903 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $2.6M.
  • Keel Point first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2021 and held it in 11 quarters.
  • Keel Point's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $2.6M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Keel Point's 13F filing for Q4 2024, filed 14 Feb 2025.