RS
BSCO

Retirement Solution’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Retirement Solution’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
-21,500
Closed -$454K – 65
2024
Q3 		$454K Buy
21,500
+234
+1% +$4.94K 0.11% 34
2024
Q2 		$448K Buy
21,266
+197
+0.9% +$4.14K 0.12% 27
2024
Q1 		$442K Buy
21,069
+164
+0.8% +$3.43K 0.12% 30
2023
Q4 		$437K Sell
20,905
-1,749
-8% -$36.3K 0.13% 28
2023
Q3 		$468K Sell
22,654
-1,030
-4% -$21.3K 0.15% 28
2023
Q2 		$487K Sell
23,684
-1,930
-8% -$39.8K 0.16% 29
2023
Q1 		$527K Sell
25,614
-418
-2% -$8.59K 0.19% 27
2022
Q4 		$533K Sell
26,032
-5,773
-18% -$118K 0.29% 15
2022
Q3 		$649K Buy
31,805
+328
+1% +$6.79K 0.35% 16
2022
Q2 		$653K Buy
31,477
+3,229
+11% +$67.4K 0.35% 16
2022
Q1 		$595K Buy
28,248
+3,692
+15% +$79K 0.26% 23
2021
Q4 		$536K Buy
24,556
+84
+0.3% +$1.84K 0.23% 23
2021
Q3 		$541K Buy
24,472
+55
+0.2% +$1.22K 0.25% 23
2021
Q2 		$542K Sell
24,417
-1,546
-6% -$34.4K 0.26% 23
2021
Q1 		$576K Sell
25,963
-206
-0.8% -$4.59K 0.35% 16
2020
Q4 		$586K Buy
+26,169
New +$583K 0.39% 18

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

Retirement Solution's BSCO Position: Q4 2024 in Review

Retirement Solution sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 21,500 shares — an estimated $454K sold.

Retirement Solution first reported a position in BSCO in Q4 2020 and held it in 16 quarters. The position peaked at $653K in Q2 2022. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Retirement Solution reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Retirement Solution sold 21,500 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $454K.
  • Retirement Solution first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2020 and held it in 16 quarters.
  • Retirement Solution's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $653K in Q2 2022.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Retirement Solution's 13F filing for Q4 2024, filed 7 Feb 2025.