OP
BSCO

ORG Partners’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

ORG Partners’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
-5,194
Closed -$110K – 1334
2024
Q3 		$110K Hold
5,194
– – 0.02% 367
2024
Q2 		$109K Buy
+5,194
New +$109K 0.01% 568
2024
Q1 		– Sell
-20,847
Closed -$435K – 1161
2023
Q4 		$435K Sell
20,847
-421
-2% -$8.75K 0.07% 189
2023
Q3 		$440K Buy
21,268
+1,621
+8% +$33.5K 0.13% 172
2023
Q2 		$404K Buy
19,647
+1,294
+7% +$26.7K 0.07% 254
2023
Q1 		$379K Buy
+18,353
New +$377K 0.09% 120

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

ORG Partners's BSCO Position: Q4 2024 in Review

ORG Partners sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 5,194 shares — an estimated $110K sold.

ORG Partners first reported a position in BSCO in Q1 2023 and held it in 6 quarters. The position peaked at $440K in Q3 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • ORG Partners reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • ORG Partners sold 5,194 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $110K.
  • ORG Partners first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2023 and held it in 6 quarters.
  • ORG Partners's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $440K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on ORG Partners's 13F filing for Q4 2024, filed 10 Jan 2025.