MAM
BSCO

Milestone Asset Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Milestone Asset Management’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
-663,096
Closed -$14M – 247
2024
Q3 		$14M Sell
663,096
-81,603
-11% -$1.72M 3.14% 4
2024
Q2 		$15.7M Sell
744,699
-431,697
-37% -$9.08M 3.93% 4
2024
Q1 		$24.7M Sell
1,176,396
-2,137,462
-65% -$44.7M 7.05% 2
2023
Q4 		$69.2M Buy
3,313,858
+3,297,792
+20,527% +$68.5M 22.77% 2
2023
Q3 		$332K Buy
16,066
+206
+1% +$4.25K 0.12% 57
2023
Q2 		$326K Sell
15,860
-2,485
-14% -$51.2K 0.14% 44
2023
Q1 		$378K Buy
18,345
+1,015
+6% +$20.9K 0.22% 45
2022
Q4 		$356K Buy
+17,330
New +$354K 0.21% 40

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 $419M AUM 19.95% 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 $18.1B AUM 24.69% 1-Year Est. Return

Milestone Asset Management's BSCO Position: Q4 2024 in Review

Milestone Asset Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 663,096 shares — an estimated $14M sold.

Milestone Asset Management first reported a position in BSCO in Q4 2022 and held it in 8 quarters. The position peaked at $69.2M in Q4 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Milestone Asset Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Milestone Asset Management sold 663,096 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $14M.
  • Milestone Asset Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
  • Milestone Asset Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $69.2M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Milestone Asset Management's 13F filing for Q4 2024, filed 23 Jan 2025.