PS
BSCO

Principal Securities’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Principal Securities’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
-10,915
Closed -$231K – 3653
2024
Q3 		$231K Sell
10,915
-21,174
-66% -$447K 0.01% 1043
2024
Q2 		$676K Buy
32,089
+5,836
+22% +$123K 0.02% 602
2024
Q1 		$551K Buy
26,253
+1,612
+7% +$33.7K 0.02% 627
2023
Q4 		$515K Buy
+24,641
New +$512K 0.02% 588

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

Principal Securities's BSCO Position: Q4 2024 in Review

Principal Securities sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 10,915 shares — an estimated $231K sold.

Principal Securities first reported a position in BSCO in Q4 2023 and held it in 4 quarters. The position peaked at $676K in Q2 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Principal Securities reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Principal Securities sold 10,915 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $231K.
  • Principal Securities first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Principal Securities's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $676K in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Principal Securities's 13F filing for Q4 2024, filed 30 Jan 2025.