PCP
BSCO

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

Proficio Capital 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
-14,426
Closed -$305K – 381
2024
Q3 		$305K Buy
14,426
+157
+1% +$3.31K 0.03% 215
2024
Q2 		$301K Buy
14,269
+132
+0.9% +$2.78K 0.03% 246
2024
Q1 		$296K Sell
14,137
-40,813
-74% -$854K 0.03% 250
2023
Q4 		$1.15M Buy
54,950
+406
+0.7% +$8.44K 0.14% 81
2023
Q3 		$1.13M Buy
54,544
+394
+0.7% +$8.13K 0.15% 78
2023
Q2 		$1.11M Buy
54,150
+396
+0.7% +$8.16K 0.15% 83
2023
Q1 		$1.11M Buy
+53,754
New +$1.1M 0.18% 78

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 $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

Proficio Capital Partners's BSCO Position: Q4 2024 in Review

Proficio Capital Partners sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 14,426 shares — an estimated $305K sold.

Proficio Capital Partners first reported a position in BSCO in Q1 2023 and held it in 7 quarters. The position peaked at $1.15M in Q4 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Proficio Capital Partners reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Proficio Capital Partners sold 14,426 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $305K.
  • Proficio Capital Partners first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
  • Proficio Capital Partners's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.15M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Proficio Capital Partners's 13F filing for Q4 2024, filed 5 Feb 2025.