LFG
BSCO

Larson Financial Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Larson Financial Group’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
-12,555
Closed -$265K – 2945
2024
Q3 		$265K Buy
12,555
+5,426
+76% +$115K 0.02% 506
2024
Q2 		$150K Buy
7,129
+5,668
+388% +$119K 0.01% 545
2024
Q1 		$30.6K Buy
1,461
+624
+75% +$13.1K ﹤0.01% 799
2023
Q4 		$17.5K Hold
837
– – ﹤0.01% 888
2023
Q3 		$17.3K Hold
837
– – ﹤0.01% 856
2023
Q2 		$17.2K Sell
837
-2,936
-78% -$60.5K ﹤0.01% 780
2023
Q1 		$77.7K Buy
3,773
+476
+14% +$9.78K 0.01% 464
2022
Q4 		$67.5K Buy
+3,297
New +$67.4K 0.01% 466

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 $451M AUM 13.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Larson Financial Group's BSCO Position: Q4 2024 in Review

Larson Financial Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 12,555 shares — an estimated $265K sold.

Larson Financial Group first reported a position in BSCO in Q4 2022 and held it in 8 quarters. The position peaked at $265K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Larson Financial Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Larson Financial Group sold 12,555 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $265K.
  • Larson Financial Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
  • Larson Financial Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $265K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.