Legacy Financial Group (Iowa)
BSCO

Legacy Financial Group (Iowa)’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Legacy Financial Group (Iowa)’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
-28,020
Closed -$592K – 112
2024
Q3 		$592K Sell
28,020
-25,741
-48% -$543K 0.11% 49
2024
Q2 		$1.13M Sell
53,761
-64,306
-54% -$1.35M 0.22% 48
2024
Q1 		$2.48M Buy
+118,067
New +$2.47M 0.5% 35
2023
Q4 		– Sell
-615,508
Closed -$12.7M – 542
2023
Q3 		$12.7M Buy
615,508
+17,224
+3% +$356K 2.99% 10
2023
Q2 		$12.3M Buy
598,284
+28,074
+5% +$578K 3.17% 11
2023
Q1 		$11.7M Buy
570,210
+28,827
+5% +$593K 3.21% 12
2022
Q4 		$11.1M Buy
541,383
+43,512
+9% +$889K 3.32% 13
2022
Q3 		$10.2M Buy
497,871
+22,754
+5% +$471K 3.39% 13
2022
Q2 		$9.85M Buy
475,117
+59,948
+14% +$1.25M 3.11% 14
2022
Q1 		$8.75M Buy
415,169
+39,083
+10% +$837K 2.56% 14
2021
Q4 		$8.19M Buy
376,086
+25,591
+7% +$561K 3.52% 11
2021
Q3 		$7.75M Buy
350,495
+14,599
+4% +$324K 2.32% 15
2021
Q2 		$7.45M Buy
335,896
+7,400
+2% +$164K 2.25% 15
2021
Q1 		$7.28M Buy
328,496
+78,693
+32% +$1.75M 2.53% 13
2020
Q4 		$5.59M Buy
+249,803
New +$5.56M 2.15% 16

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

Legacy Financial Group (Iowa)'s BSCO Position: Q4 2024 in Review

Legacy Financial Group (Iowa) sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 28,020 shares — an estimated $592K sold.

Legacy Financial Group (Iowa) first reported a position in BSCO in Q4 2020 and held it in 15 quarters. The position peaked at $12.7M in Q3 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Legacy Financial Group (Iowa) reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 28,020 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $592K.
  • Legacy Financial Group (Iowa) first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2020 and held it in 15 quarters.
  • Legacy Financial Group (Iowa)'s Invesco BulletShares 2024 Corporate Bond ETF position peaked at $12.7M in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2024, filed 22 Jan 2025.