LA
BSCO

Latitude Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Latitude Advisors’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
-9,600
Closed -$203K – 206
2024
Q3 		$203K Sell
9,600
-245
-2% -$5.17K 0.11% 188
2024
Q2 		$207K Sell
9,845
-1,556
-14% -$32.7K 0.13% 174
2024
Q1 		$239K Sell
11,401
-16,009
-58% -$335K 0.15% 145
2023
Q4 		$572K Sell
27,410
-14,290
-34% -$297K 0.4% 62
2023
Q3 		$862K Buy
41,700
+8,842
+27% +$183K 0.62% 31
2023
Q2 		$676K Sell
32,858
-28,129
-46% -$580K 0.47% 41
2023
Q1 		$1.26M Buy
60,987
+16,952
+38% +$348K 0.91% 25
2022
Q4 		$902K Buy
+44,035
New +$900K 0.68% 26

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

Latitude Advisors's BSCO Position: Q4 2024 in Review

Latitude Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 9,600 shares — an estimated $203K sold.

Latitude Advisors first reported a position in BSCO in Q4 2022 and held it in 8 quarters. The position peaked at $1.26M in Q1 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Latitude Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Latitude Advisors sold 9,600 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $203K.
  • Latitude Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
  • Latitude Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.26M in Q1 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Latitude Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.