LPL Financial
BSCO

LPL Financial’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

LPL Financial’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
-4,128,956
Closed -$87.2M – 5475
2024
Q3 		$87.2M Sell
4,128,956
-77,909
-2% -$1.64M 0.04% 424
2024
Q2 		$88.6M Sell
4,206,865
-960,296
-19% -$20.2M 0.04% 374
2024
Q1 		$108M Buy
5,167,161
+316,241
+7% +$6.62M 0.06% 295
2023
Q4 		$101M Buy
4,850,920
+753,178
+18% +$15.6M 0.06% 279
2023
Q3 		$84.7M Buy
4,097,742
+628,002
+18% +$13M 0.06% 285
2023
Q2 		$71.4M Sell
3,469,740
-801,045
-19% -$16.5M 0.05% 327
2023
Q1 		$87.9M Buy
4,270,785
+515,472
+14% +$10.6M 0.07% 261
2022
Q4 		$76.9M Buy
3,755,313
+1,966,589
+110% +$40.2M 0.07% 275
2022
Q3 		$36.5M Buy
1,788,724
+332,061
+23% +$6.87M 0.04% 434
2022
Q2 		$30.2M Buy
1,456,663
+389,257
+36% +$8.12M 0.03% 482
2022
Q1 		$22.5M Buy
1,067,406
+269,741
+34% +$5.77M 0.02% 621
2021
Q4 		$17.4M Buy
797,665
+252,372
+46% +$5.53M 0.01% 742
2021
Q3 		$12.1M Buy
545,293
+42,807
+9% +$949K 0.01% 854
2021
Q2 		$11.2M Sell
502,486
-1,768
-0.4% -$39.3K 0.01% 844
2021
Q1 		$11.2M Buy
504,254
+118,139
+31% +$2.63M 0.01% 775
2020
Q4 		$8.64M Buy
386,115
+52,235
+16% +$1.16M 0.01% 818
2020
Q3 		$7.41M Buy
333,880
+57,697
+21% +$1.28M 0.01% 766
2020
Q2 		$6.09M Buy
276,183
+45,633
+20% +$987K 0.01% 782
2020
Q1 		$4.76M Buy
230,550
+29,956
+15% +$636K 0.01% 775
2019
Q4 		$4.31M Buy
200,594
+68,187
+51% +$1.46M 0.01% 904
2019
Q3 		$2.84M Buy
132,407
+35,109
+36% +$749K 0.01% 1050
2019
Q2 		$2.07M Buy
97,298
+24,378
+33% +$509K ﹤0.01% 1230
2019
Q1 		$1.51M Buy
72,920
+23,048
+46% +$469K ﹤0.01% 1359
2018
Q4 		$996K Buy
49,872
+6,145
+14% +$122K ﹤0.01% 1543
2018
Q3 		$879K Buy
43,727
+8,642
+25% +$174K ﹤0.01% 1769
2018
Q2 		$704K Buy
35,085
+616
+2% +$12.4K ﹤0.01% 1907
2018
Q1 		$699K Buy
34,469
+622
+2% +$12.7K ﹤0.01% 1865
2017
Q4 		$707K Buy
33,847
+4,709
+16% +$98.7K ﹤0.01% 1772
2017
Q3 		$611K Buy
29,138
+10,669
+58% +$224K ﹤0.01% 1794
2017
Q2 		$385K Buy
18,469
+6,169
+50% +$128K ﹤0.01% 2088
2017
Q1 		$253K Buy
+12,300
New +$252K ﹤0.01% 2329
2015
Q2 		– Sell
-37,303
Closed -$781K – 2959
2015
Q1 		$781K Buy
+37,303
New +$778K ﹤0.01% 1539

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 $20.6B AUM 34.61% 1-Year Est. Return

LPL Financial's BSCO Position: Q4 2024 in Review

LPL Financial sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 4,128,956 shares — an estimated $87.2M sold.

LPL Financial first reported a position in BSCO in Q1 2015 and held it in 32 quarters. The position peaked at $108M in Q1 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • LPL Financial reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 4,128,956 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $87.2M.
  • LPL Financial first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2015 and held it in 32 quarters.
  • LPL Financial's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $108M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.