KMC
BSCO

Kirr Marbach & Co’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Kirr Marbach & Co’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
-792,840
Closed -$16.7M – 58
2024
Q3 		$16.7M Sell
792,840
-14,501
-2% -$306K 3.74% 9
2024
Q2 		$17M Sell
807,341
-1,133
-0.1% -$23.8K 4.09% 7
2024
Q1 		$17M Buy
808,474
+3,717
+0.5% +$77.8K 4.09% 7
2023
Q4 		$16.8M Buy
804,757
+236,655
+42% +$4.92M 4.41% 5
2023
Q3 		$11.7M Buy
568,102
+10,893
+2% +$225K 3.33% 13
2023
Q2 		$11.5M Buy
557,209
+91,780
+20% +$1.89M 3.16% 11
2023
Q1 		$9.58M Buy
465,429
+32,928
+8% +$677K 2.97% 14
2022
Q4 		$8.86M Buy
432,501
+129,391
+43% +$2.64M 2.76% 16
2022
Q3 		$6.18M Buy
303,110
+26,909
+10% +$557K 2.1% 19
2022
Q2 		$5.73M Sell
276,201
-1,560
-0.6% -$32.6K 1.8% 23
2022
Q1 		$5.85M Buy
+277,761
New +$5.95M 1.58% 31
2019
Q1 		– Sell
-10,000
Closed -$200K – 63
2018
Q4 		$200K Buy
+10,000
New +$199K 0.06% 54

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

Kirr Marbach & Co's BSCO Position: Q4 2024 in Review

Kirr Marbach & Co sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 792,840 shares — an estimated $16.7M sold.

Kirr Marbach & Co first reported a position in BSCO in Q4 2018 and held it in 12 quarters. The position peaked at $17M in Q2 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Kirr Marbach & Co reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kirr Marbach & Co sold 792,840 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $16.7M.
  • Kirr Marbach & Co first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2018 and held it in 12 quarters.
  • Kirr Marbach & Co's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $17M in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Kirr Marbach & Co's 13F filing for Q4 2024, filed 23 Jan 2025.