KBFS
BSCO

Kohmann Bosshard Financial Services’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Kohmann Bosshard Financial 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
-118,483
Closed -$2.5M – 762
2024
Q3 		$2.5M Buy
118,483
+453
+0.4% +$9.56K 0.31% 42
2024
Q2 		$2.49M Buy
118,030
+58
+0% +$1.22K 0.33% 42
2024
Q1 		$2.47M Sell
117,972
-6
-0% -$126 0.34% 45
2023
Q4 		$2.46M Buy
117,978
+29,128
+33% +$605K 0.38% 44
2023
Q3 		$1.84M Buy
88,850
+7,103
+9% +$147K 0.32% 48
2023
Q2 		$1.68M Sell
81,747
-2,212
-3% -$45.6K 0.29% 53
2023
Q1 		$1.73M Buy
83,959
+43
+0.1% +$884 0.32% 51
2022
Q4 		$1.72M Buy
83,916
+20,258
+32% +$414K 0.34% 49
2022
Q3 		$1.3M Buy
63,658
+12,411
+24% +$257K 0.29% 52
2022
Q2 		$1.06M Buy
+51,247
New +$1.07M 0.24% 55

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

Kohmann Bosshard Financial Services's BSCO Position: Q4 2024 in Review

Kohmann Bosshard Financial Services sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 118,483 shares — an estimated $2.5M sold.

Kohmann Bosshard Financial Services first reported a position in BSCO in Q2 2022 and held it in 10 quarters. The position peaked at $2.5M in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Kohmann Bosshard Financial Services reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 118,483 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $2.5M.
  • Kohmann Bosshard Financial Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2022 and held it in 10 quarters.
  • Kohmann Bosshard Financial Services's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $2.5M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Kohmann Bosshard Financial Services's 13F filing for Q4 2024, filed 5 Feb 2025.