Lido Advisors
BSCO

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

Lido 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
-29,579,723
Closed -$624M – 1626
2024
Q3 		$624M Sell
29,579,723
-1,942,448
-6% -$41M 3.11% 7
2024
Q2 		$664M Sell
31,522,171
-3,997,954
-11% -$84.1M 3.7% 6
2024
Q1 		$751M Sell
35,520,125
-14,213,685
-29% -$298M 4.42% 5
2023
Q4 		$1.04B Sell
49,733,810
-6,001,404
-11% -$125M 7.02% 3
2023
Q3 		$1.15B Sell
55,735,214
-3,130,965
-5% -$64.6M 8.77% 3
2023
Q2 		$1.21B Buy
58,866,179
+11,816,295
+25% +$243M 8.64% 3
2023
Q1 		$969M Buy
47,049,884
+1,148,424
+3% +$23.6M 9.42% 3
2022
Q4 		$940M Buy
45,901,460
+5,848,023
+15% +$119M 11.47% 3
2022
Q3 		$817M Buy
40,053,437
+7,523,681
+23% +$156M 10.26% 3
2022
Q2 		$675M Buy
32,529,756
+19,894,174
+157% +$415M 8.94% 3
2022
Q1 		$266M Buy
12,635,582
+11,548,138
+1,062% +$247M 2.97% 5
2021
Q4 		$23.7M Buy
1,087,444
+993,173
+1,054% +$21.8M 0.26% 35
2021
Q3 		$2.08M Sell
94,271
-95,452
-50% -$2.12M 0.03% 262
2021
Q2 		$4.21M Buy
189,723
+125,608
+196% +$2.79M 0.06% 172
2021
Q1 		$1.42M Buy
64,115
+30,625
+91% +$683K 0.02% 278
2020
Q4 		$749K Buy
33,490
+8,946
+36% +$199K 0.02% 377
2020
Q3 		$544K Buy
24,544
+9,783
+66% +$218K 0.01% 358
2020
Q2 		$325K Hold
14,761
– – 0.01% 430
2020
Q1 		$305K Sell
14,761
-214
-1% -$4.54K 0.01% 417
2019
Q4 		$322K Sell
14,975
-4,837
-24% -$104K 0.01% 480
2019
Q3 		$425K Hold
19,812
– – 0.02% 367
2019
Q2 		$421K Buy
+19,812
New +$414K 0.02% 333

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 $349M AUM 12.51% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Lido Advisors's BSCO Position: Q4 2024 in Review

Lido Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 29,579,723 shares — an estimated $624M sold.

Lido Advisors first reported a position in BSCO in Q2 2019 and held it in 22 quarters. The position peaked at $1.21B in Q2 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Lido Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Lido Advisors sold 29,579,723 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $624M.
  • Lido Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2019 and held it in 22 quarters.
  • Lido Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.21B in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Lido Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.