MHR
BSCO

Matthew Hamilton Rosenberg’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Matthew Hamilton Rosenberg’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
-2,000
Closed -$42.2K – 875
2024
Q3 		$42.2K Hold
2,000
– – 0.01% 453
2024
Q2 		$42.1K Hold
2,000
– – 0.01% 443
2024
Q1 		$41.9K Hold
2,000
– – 0.01% 449
2023
Q4 		$41.8K Hold
2,000
– – 0.01% 454
2023
Q3 		$41.3K Hold
2,000
– – 0.01% 446
2023
Q2 		$41.1K Hold
2,000
– – 0.01% 464
2023
Q1 		$41.2K Hold
2,000
– – 0.01% 497
2022
Q4 		$41K Hold
2,000
– – 0.01% 510
2022
Q3 		$41K Hold
2,000
– – 0.02% 488
2022
Q2 		$42K Buy
+2,000
New +$41.7K 0.02% 500

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

Matthew Hamilton Rosenberg's BSCO Position: Q4 2024 in Review

Matthew Hamilton Rosenberg sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 2,000 shares — an estimated $42.2K sold.

Matthew Hamilton Rosenberg first reported a position in BSCO in Q2 2022 and held it in 10 quarters. The position peaked at $42.2K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Matthew Hamilton Rosenberg reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 2,000 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $42.2K.
  • Matthew Hamilton Rosenberg first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2022 and held it in 10 quarters.
  • Matthew Hamilton Rosenberg's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $42.2K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2024, filed 14 Jan 2025.