MC
BSCO

McCarthy & Cox’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

McCarthy & Cox’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
-200,968
Closed -$4.24M – 67
2024
Q3 		$4.24M Sell
200,968
-142,396
-41% -$3.01M 1.63% 20
2024
Q2 		$7.23M Sell
343,364
-297,806
-46% -$6.26M 2.78% 15
2024
Q1 		$13.4M Buy
+641,170
New +$13.4M 5.08% 9

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

McCarthy & Cox's BSCO Position: Q4 2024 in Review

McCarthy & Cox sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 200,968 shares — an estimated $4.24M sold.

McCarthy & Cox first reported a position in BSCO in Q1 2024 and held it in 3 quarters. The position peaked at $13.4M in Q1 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • McCarthy & Cox reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • McCarthy & Cox sold 200,968 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $4.24M.
  • McCarthy & Cox first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
  • McCarthy & Cox's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $13.4M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on McCarthy & Cox's 13F filing for Q4 2024, filed 16 Jan 2025.