RIA
BSCO

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

Regal Investment 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
-15,285
Closed -$323K – 524
2024
Q3 		$323K Buy
15,285
+1,662
+12% +$35.1K 0.02% 436
2024
Q2 		$287K Sell
13,623
-565
-4% -$11.9K 0.02% 474
2024
Q1 		$298K Sell
14,188
-919
-6% -$19.2K 0.02% 462
2023
Q4 		$316K Buy
15,107
+1,109
+8% +$23K 0.02% 412
2023
Q3 		$289K Buy
+13,998
New +$289K 0.02% 398

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 $478M AUM 21.36% 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

Regal Investment Advisors's BSCO Position: Q4 2024 in Review

Regal Investment Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 15,285 shares — an estimated $323K sold.

Regal Investment Advisors first reported a position in BSCO in Q3 2023 and held it in 5 quarters. The position peaked at $323K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Regal Investment Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 15,285 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $323K.
  • Regal Investment Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2023 and held it in 5 quarters.
  • Regal Investment Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $323K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.