RCA
BSCO

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

Resonant Capital 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
-185,998
Closed -$3.93M – 367
2024
Q3 		$3.93M Sell
185,998
-2,873
-2% -$60.6K 0.29% 71
2024
Q2 		$3.98M Sell
188,871
-8,526
-4% -$179K 0.32% 66
2024
Q1 		$4.14M Sell
197,397
-383
-0.2% -$8.02K 0.35% 61
2023
Q4 		$4.13M Sell
197,780
-12,688
-6% -$264K 0.4% 52
2023
Q3 		$4.35M Sell
210,468
-86,308
-29% -$1.78M 0.46% 45
2023
Q2 		$6.1M Sell
296,776
-50,915
-15% -$1.05M 0.66% 37
2023
Q1 		$7.16M Buy
347,691
+80,051
+30% +$1.65M 0.81% 32
2022
Q4 		$5.48M Buy
267,640
+199,128
+291% +$4.07M 0.68% 39
2022
Q3 		$1.4M Buy
68,512
+25,876
+61% +$536K 0.21% 95
2022
Q2 		$884K Buy
+42,636
New +$890K 0.14% 110

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

Resonant Capital Advisors's BSCO Position: Q4 2024 in Review

Resonant Capital Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 185,998 shares — an estimated $3.93M sold.

Resonant Capital Advisors first reported a position in BSCO in Q2 2022 and held it in 10 quarters. The position peaked at $7.16M in Q1 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Resonant Capital Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Resonant Capital Advisors sold 185,998 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $3.93M.
  • Resonant Capital Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2022 and held it in 10 quarters.
  • Resonant Capital Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $7.16M in Q1 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Resonant Capital Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.