ORC
BSCO

O'Rourke & Company’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

O'Rourke & Company’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
-10,465
Closed -$221K – 155
2024
Q3 		$221K Sell
10,465
-3,432
-25% -$72.4K 0.11% 139
2024
Q2 		$293K Buy
13,897
+37
+0.3% +$778 0.16% 118
2024
Q1 		$291K Buy
13,860
+30
+0.2% +$628 0.17% 116
2023
Q4 		$289K Buy
13,830
+991
+8% +$20.6K 0.19% 107
2023
Q3 		$265K Buy
12,839
+28
+0.2% +$578 0.19% 106
2023
Q2 		$264K Buy
12,811
+28
+0.2% +$577 0.19% 113
2023
Q1 		$263K Sell
12,783
-462
-3% -$9.5K 0.2% 113
2022
Q4 		$271K Buy
+13,245
New +$271K 0.22% 105

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

O'Rourke & Company's BSCO Position: Q4 2024 in Review

O'Rourke & Company sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 10,465 shares — an estimated $221K sold.

O'Rourke & Company first reported a position in BSCO in Q4 2022 and held it in 8 quarters. The position peaked at $293K in Q2 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • O'Rourke & Company reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • O'Rourke & Company sold 10,465 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $221K.
  • O'Rourke & Company first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
  • O'Rourke & Company's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $293K in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on O'Rourke & Company's 13F filing for Q4 2024, filed 13 Feb 2025.