LA
BSCO

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

LM 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
-72,616
Closed -$1.53M – 200
2024
Q3 		$1.53M Sell
72,616
-14,079
-16% -$297K 0.31% 59
2024
Q2 		$1.83M Buy
86,695
+108
+0.1% +$2.27K ﹤0.01% 72
2024
Q1 		$1.82M Sell
86,587
-1,339
-2% -$28K 0.29% 70
2023
Q4 		$1.84M Buy
+87,926
New +$1.83M 0.37% 56

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

LM Advisors's BSCO Position: Q4 2024 in Review

LM Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 72,616 shares — an estimated $1.53M sold.

LM Advisors first reported a position in BSCO in Q4 2023 and held it in 4 quarters. The position peaked at $1.84M in Q4 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • LM Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • LM Advisors sold 72,616 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $1.53M.
  • LM Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • LM Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.84M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on LM Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.