KPWS
BSCO

Kestra Private Wealth Services’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Kestra Private Wealth Services’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
-866,092
Closed -$18.3M – 1508
2024
Q3 		$18.3M Sell
866,092
-21,858
-2% -$461K 0.34% 59
2024
Q2 		$18.7M Sell
887,950
-325,617
-27% -$6.85M 0.37% 47
2024
Q1 		$25.4M Buy
1,213,567
+66,333
+6% +$1.39M 0.57% 29
2023
Q4 		$24M Buy
1,147,234
+962,531
+521% +$20M 0.61% 24
2023
Q3 		$3.82M Buy
184,703
+165,647
+869% +$3.42M 0.12% 189
2023
Q2 		$392K Buy
19,056
+392
+2% +$8.08K 0.01% 726
2023
Q1 		$384K Buy
+18,664
New +$384K 0.02% 683
2022
Q3 		– Sell
-187,472
Closed -$3.89M – 973
2022
Q2 		$3.89M Sell
187,472
-47,685
-20% -$995K 0.22% 119
2022
Q1 		$4.96M Buy
235,157
+8,880
+4% +$190K 0.25% 97
2021
Q4 		$4.94M Buy
226,277
+12,958
+6% +$284K 0.24% 105
2021
Q3 		$4.72M Buy
213,319
+18,342
+9% +$407K 0.26% 88
2021
Q2 		$4.33M Buy
+194,977
New +$4.33M 0.26% 90

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 $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

Kestra Private Wealth Services's BSCO Position: Q4 2024 in Review

Kestra Private Wealth Services sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 866,092 shares — an estimated $18.3M sold.

Kestra Private Wealth Services first reported a position in BSCO in Q2 2021 and held it in 12 quarters. The position peaked at $25.4M in Q1 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Kestra Private Wealth Services reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 866,092 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $18.3M.
  • Kestra Private Wealth Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2021 and held it in 12 quarters.
  • Kestra Private Wealth Services's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $25.4M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Kestra Private Wealth Services's 13F filing for Q4 2024, filed 28 Jan 2025.