OIA
BSCO

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

Optimum 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
-41,992
Closed -$887K – 648
2024
Q3 		$887K Sell
41,992
-100
-0.2% -$2.11K 0.38% 55
2024
Q2 		$886K Sell
42,092
-700
-2% -$14.7K 0.4% 57
2024
Q1 		$897K Sell
42,792
-150
-0.3% -$3.14K 0.41% 59
2023
Q4 		$897K Sell
42,942
-1,300
-3% -$27K 0.45% 49
2023
Q3 		$914K Hold
44,242
– – 0.47% 52
2023
Q2 		$910K Buy
44,242
+1,600
+4% +$33K 0.45% 56
2023
Q1 		$878K Buy
42,642
+700
+2% +$14.4K 0.46% 53
2022
Q4 		$859K Sell
41,942
-2,000
-5% -$40.9K 0.47% 54
2022
Q3 		$896K Buy
43,942
+1,637
+4% +$33.9K 0.48% 49
2022
Q2 		$877K Buy
42,305
+8,750
+26% +$183K 0.44% 53
2022
Q1 		$707K Hold
33,555
– – 0.3% 71
2021
Q4 		$733K Hold
33,555
– – 0.29% 80
2021
Q3 		$742K Buy
33,555
+6,140
+22% +$136K 0.31% 72
2021
Q2 		$608K Buy
27,415
+7,015
+34% +$156K 0.19% 114
2021
Q1 		$452K Buy
20,400
+8,350
+69% +$186K 0.13% 161
2020
Q4 		$270K Hold
12,050
– – 0.08% 209
2020
Q3 		$267K Buy
12,050
+500
+4% +$11.1K 0.09% 199
2020
Q2 		$255K Buy
11,550
+500
+5% +$10.8K 0.09% 207
2020
Q1 		$228K Hold
11,050
– – 0.09% 203
2019
Q4 		$237K Buy
+11,050
New +$237K 0.07% 245

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

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

Optimum Investment Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 41,992 shares — an estimated $887K sold.

Optimum Investment Advisors first reported a position in BSCO in Q4 2019 and held it in 20 quarters. The position peaked at $914K in Q3 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Optimum Investment Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 41,992 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $887K.
  • Optimum Investment Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2019 and held it in 20 quarters.
  • Optimum Investment Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $914K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Optimum Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.