LFAS
BSCO

Level Four Advisory Services’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Level Four Advisory Services’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
-17,248
Closed -$364K – 809
2024
Q3 		$364K Buy
17,248
+42
+0.2% +$886 0.02% 590
2024
Q2 		$362K Buy
17,206
+4,533
+36% +$95.3K 0.02% 561
2024
Q1 		$265K Hold
12,673
– – 0.01% 646
2023
Q4 		$265K Sell
12,673
-1,199
-9% -$24.9K 0.01% 644
2023
Q3 		$287K Sell
13,872
-3,341
-19% -$69K 0.02% 585
2023
Q2 		$354K Buy
+17,213
New +$355K 0.02% 575

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

Level Four Advisory Services's BSCO Position: Q4 2024 in Review

Level Four Advisory Services sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 17,248 shares — an estimated $364K sold.

Level Four Advisory Services first reported a position in BSCO in Q2 2023 and held it in 6 quarters. The position peaked at $364K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Level Four Advisory Services reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Level Four Advisory Services sold 17,248 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $364K.
  • Level Four Advisory Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2023 and held it in 6 quarters.
  • Level Four Advisory Services's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $364K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Level Four Advisory Services's 13F filing for Q4 2024, filed 12 Feb 2025.