PA
BSCO

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

PSI 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
-1,409
Closed -$29.8K – 916
2024
Q3 		$29.8K Hold
1,409
– – 0.01% 348
2024
Q2 		$29.7K Sell
1,409
-683
-33% -$14.4K 0.01% 339
2024
Q1 		$43.9K Hold
2,092
– – 0.02% 274
2023
Q4 		$43.7K Buy
2,092
+1,312
+168% +$27.3K 0.02% 280
2023
Q3 		$16.1K Buy
+780
New +$16.1K 0.01% 426
2023
Q1 		– Sell
-183
Closed -$3.75K – 830
2022
Q4 		$3.75K Buy
+183
New +$3.74K ﹤0.01% 553

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

PSI Advisors's BSCO Position: Q4 2024 in Review

PSI Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 1,409 shares — an estimated $29.8K sold.

PSI Advisors first reported a position in BSCO in Q4 2022 and held it in 6 quarters. The position peaked at $43.9K in Q1 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • PSI Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • PSI Advisors sold 1,409 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $29.8K.
  • PSI Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 6 quarters.
  • PSI Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $43.9K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on PSI Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.