KOC
BSCO

Koss-Olinger Consulting’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Koss-Olinger Consulting’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
-49,671
Closed -$1.05M – 300
2024
Q3 		$1.05M Buy
49,671
+529
+1% +$11.2K 0.09% 106
2024
Q2 		$1.03M Buy
+49,142
New +$1.03M 0.1% 102
2024
Q1 		– Sell
-48,207
Closed -$1.01M – 336
2023
Q4 		$1.01M Buy
48,207
+13,966
+41% +$290K 0.1% 98
2023
Q3 		$708K Buy
34,241
+8,024
+31% +$166K 0.1% 107
2023
Q2 		$539K Buy
26,217
+4,351
+20% +$89.6K 0.06% 128
2023
Q1 		$450K Buy
21,866
+1,956
+10% +$40.2K 0.06% 141
2022
Q4 		$408K Hold
19,910
– – 0.06% 133
2022
Q3 		$406K Buy
+19,910
New +$412K 0.07% 113

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 $349M AUM 12.51% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Koss-Olinger Consulting's BSCO Position: Q4 2024 in Review

Koss-Olinger Consulting sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 49,671 shares — an estimated $1.05M sold.

Koss-Olinger Consulting first reported a position in BSCO in Q3 2022 and held it in 8 quarters. The position peaked at $1.05M in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Koss-Olinger Consulting reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 49,671 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $1.05M.
  • Koss-Olinger Consulting first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2022 and held it in 8 quarters.
  • Koss-Olinger Consulting's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.05M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Koss-Olinger Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.