KFGK
BSCO

Keystone Financial Group (Kentucky)’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Keystone Financial Group (Kentucky)’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
-15,320
Closed -$324K – 408
2024
Q3 		$324K Buy
+15,320
New +$323K 0.04% 269
2024
Q2 		– Sell
-16,020
Closed -$336K – 358
2024
Q1 		$336K Buy
16,020
+1,700
+12% +$35.6K 0.05% 239
2023
Q4 		$299K Buy
+14,320
New +$298K 0.05% 217

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

Keystone Financial Group (Kentucky)'s BSCO Position: Q4 2024 in Review

Keystone Financial Group (Kentucky) sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 15,320 shares — an estimated $324K sold.

Keystone Financial Group (Kentucky) first reported a position in BSCO in Q4 2023 and held it in 3 quarters. The position peaked at $336K in Q1 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Keystone Financial Group (Kentucky) reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 15,320 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $324K.
  • Keystone Financial Group (Kentucky) first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Keystone Financial Group (Kentucky)'s Invesco BulletShares 2024 Corporate Bond ETF position peaked at $336K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2024, filed 13 Feb 2025.