OIA
BSCO

OneDigital Investment Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

OneDigital Investment Advisors’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
-437,999
Closed -$9.25M – 1539
2024
Q3 		$9.25M Sell
437,999
-5,966
-1% -$126K 0.11% 166
2024
Q2 		$9.35M Buy
443,965
+316,637
+249% +$6.66M 0.12% 152
2024
Q1 		$2.67M Buy
127,328
+10,426
+9% +$218K 0.04% 274
2023
Q4 		$2.44M Buy
116,902
+13,602
+13% +$283K 0.04% 278
2023
Q3 		$2.14M Buy
103,300
+22,893
+28% +$473K 0.05% 272
2023
Q2 		$1.65M Buy
80,407
+17,880
+29% +$368K 0.04% 310
2023
Q1 		$1.29M Buy
62,527
+33,130
+113% +$681K 0.03% 347
2022
Q4 		$602K Buy
+29,397
New +$601K 0.02% 474

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

OneDigital Investment Advisors's BSCO Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 437,999 shares — an estimated $9.25M sold.

OneDigital Investment Advisors first reported a position in BSCO in Q4 2022 and held it in 8 quarters. The position peaked at $9.35M in Q2 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 437,999 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $9.25M.
  • OneDigital Investment Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
  • OneDigital Investment Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $9.35M in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.