LIM
BSCO

Leavell Investment Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Leavell Investment Management’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
-36,107
Closed -$763K – 555
2024
Q3 		$763K Sell
36,107
-54,455
-60% -$1.15M 0.04% 330
2024
Q2 		$1.91M Sell
90,562
-14,380
-14% -$302K 0.11% 183
2024
Q1 		$2.2M Sell
104,942
-7,065
-6% -$148K 0.13% 161
2023
Q4 		$2.34M Sell
112,007
-16,802
-13% -$349K 0.15% 144
2023
Q3 		$2.66M Sell
128,809
-355
-0.3% -$7.33K 0.19% 128
2023
Q2 		$2.66M Sell
129,164
-14,127
-10% -$291K 0.18% 131
2023
Q1 		$2.95M Buy
143,291
+1,790
+1% +$36.8K 0.21% 124
2022
Q4 		$2.9M Buy
141,501
+3,633
+3% +$74.2K 0.22% 120
2022
Q3 		$2.81M Buy
137,868
+5,944
+5% +$123K 0.22% 118
2022
Q2 		$2.74M Buy
131,924
+26,918
+26% +$562K 0.21% 123
2022
Q1 		$2.21M Buy
105,006
+11,486
+12% +$246K 0.15% 144
2021
Q4 		$2.04M Sell
93,520
-225
-0.2% -$4.93K 0.14% 148
2021
Q3 		$2.07M Buy
93,745
+8,570
+10% +$190K 0.15% 133
2021
Q2 		$1.89M Hold
85,175
– – 0.15% 142
2021
Q1 		$1.89M Buy
85,175
+5,165
+6% +$115K 0.15% 142
2020
Q4 		$1.79M Buy
80,010
+15,975
+25% +$356K 0.15% 141
2020
Q3 		$1.42M Buy
64,035
+29,000
+83% +$645K 0.12% 156
2020
Q2 		$772K Buy
35,035
+11,420
+48% +$247K 0.08% 203
2020
Q1 		$488K Buy
23,615
+6,440
+37% +$137K 0.06% 239
2019
Q4 		$369K Buy
+17,175
New +$368K 0.03% 295

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

Leavell Investment Management's BSCO Position: Q4 2024 in Review

Leavell Investment Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 36,107 shares — an estimated $763K sold.

Leavell Investment Management first reported a position in BSCO in Q4 2019 and held it in 20 quarters. The position peaked at $2.95M in Q1 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Leavell Investment Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Leavell Investment Management sold 36,107 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $763K.
  • Leavell Investment Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2019 and held it in 20 quarters.
  • Leavell Investment Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $2.95M in Q1 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Leavell Investment Management's 13F filing for Q4 2024, filed 29 Jan 2025.