KIG
BSCO

Kessler Investment Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Kessler Investment Group’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
-41,433
Closed -$875K – 194
2024
Q3 		$875K Buy
41,433
+455
+1% +$9.6K 0.45% 42
2024
Q2 		$863K Sell
40,978
-3,006
-7% -$63.2K 0.47% 46
2024
Q1 		$922K Buy
43,984
+3,389
+8% +$71K 0.57% 36
2023
Q4 		$848K Buy
40,595
+2,391
+6% +$49.7K 0.52% 39
2023
Q3 		$790K Buy
38,204
+1,282
+3% +$26.5K 0.66% 35
2023
Q2 		$759K Sell
36,922
-2,390
-6% -$49.2K 0.53% 37
2023
Q1 		$809K Sell
39,312
-6,475
-14% -$133K 0.55% 41
2022
Q4 		$938K Sell
45,787
-35,598
-44% -$727K 0.99% 28
2022
Q3 		$1.66M Sell
81,385
-568
-0.7% -$11.8K 1.37% 23
2022
Q2 		$1.7M Buy
81,953
+230
+0.3% +$4.8K 1.49% 21
2022
Q1 		$1.72M Sell
81,723
-5,986
-7% -$128K 1% 29
2021
Q4 		$1.92M Sell
87,709
-15,230
-15% -$334K 1.08% 26
2021
Q3 		$2.28M Buy
102,939
+7,229
+8% +$160K 1.62% 21
2021
Q2 		$2.12M Buy
95,710
+92,438
+2,825% +$2.05M 1.69% 19
2021
Q1 		$73K Hold
3,272
– – 0.1% 52
2020
Q4 		$73K Sell
3,272
-135
-4% -$3.01K 0.08% 55
2020
Q3 		$76K Buy
3,407
+1,813
+114% +$40.3K 0.09% 52
2020
Q2 		$35K Hold
1,594
– – 0.04% 73
2020
Q1 		$33K Buy
1,594
+700
+78% +$14.9K 0.04% 73
2019
Q4 		$19K Buy
+894
New +$19.2K 0.02% 85

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 $451M AUM 13.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Kessler Investment Group's BSCO Position: Q4 2024 in Review

Kessler Investment Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 41,433 shares — an estimated $875K sold.

Kessler Investment Group first reported a position in BSCO in Q4 2019 and held it in 20 quarters. The position peaked at $2.28M in Q3 2021. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Kessler Investment Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kessler Investment Group sold 41,433 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $875K.
  • Kessler Investment Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2019 and held it in 20 quarters.
  • Kessler Investment Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $2.28M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Kessler Investment Group's 13F filing for Q4 2024, filed 30 Jan 2025.