NRI
BSCO

NFP Retirement Inc’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

NFP Retirement Inc’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
-35,208
Closed -$744K – 301
2024
Q3 		$744K Sell
35,208
-592
-2% -$12.5K 0.06% 144
2024
Q2 		$754K Sell
35,800
-10,101
-22% -$212K 0.06% 141
2024
Q1 		$963K Buy
45,901
+33,462
+269% +$701K 0.08% 120
2023
Q4 		$260K Buy
12,439
+2,355
+23% +$48.9K 0.04% 208
2023
Q3 		$208K Sell
10,084
-1,170
-10% -$24.2K 0.04% 214
2023
Q2 		$231K Buy
11,254
+1,170
+12% +$24.1K 0.04% 209
2023
Q1 		$208K Sell
10,084
-706
-7% -$14.5K 0.04% 228
2022
Q4 		$221K Sell
10,790
-3,606
-25% -$73.7K 0.05% 218
2022
Q3 		$294K Buy
14,396
+3,029
+27% +$62.7K 0.07% 185
2022
Q2 		$236K Buy
11,367
+44
+0.4% +$918 0.06% 206
2022
Q1 		$239K Buy
11,323
+2,019
+22% +$43.2K 0.06% 199
2021
Q4 		$203K Sell
9,304
-2,044
-18% -$44.8K 0.07% 137
2021
Q3 		$251K Buy
11,348
+41
+0.4% +$909 0.1% 117
2021
Q2 		$251K Sell
11,307
-397
-3% -$8.82K 0.1% 120
2021
Q1 		$259K Buy
11,704
+60
+0.5% +$1.34K 0.11% 113
2020
Q4 		$261K Buy
11,644
+63
+0.5% +$1.4K 0.16% 100
2020
Q3 		$257K Buy
11,581
+70
+0.6% +$1.56K 0.17% 92
2020
Q2 		$254K Buy
11,511
+60
+0.5% +$1.3K 0.19% 86
2020
Q1 		$236K Buy
11,451
+87
+0.8% +$1.85K 0.23% 69
2019
Q4 		$244K Buy
+11,364
New +$243K 0.23% 78

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 $451M AUM 13.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

NFP Retirement Inc's BSCO Position: Q4 2024 in Review

NFP Retirement Inc sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 35,208 shares — an estimated $744K sold.

NFP Retirement Inc first reported a position in BSCO in Q4 2019 and held it in 20 quarters. The position peaked at $963K in Q1 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • NFP Retirement Inc reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • NFP Retirement Inc sold 35,208 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $744K.
  • NFP Retirement Inc first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2019 and held it in 20 quarters.
  • NFP Retirement Inc's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $963K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on NFP Retirement Inc's 13F filing for Q4 2024, filed 13 Feb 2025.