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

Sage Mountain 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	-4,314	Closed	-$91.1K	–	525
2024 Q3	$91.1K	Buy	+4,314	New	+$91K	0.01%	424

Other funds holding BSCO

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

Sage Mountain Advisors's BSCO Position: Q4 2024 in Review

Sage Mountain Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 4,314 shares — an estimated $91.1K sold.

Sage Mountain Advisors first reported a position in BSCO in Q3 2024 and held it in 1 quarter. The position peaked at $91.1K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

Sage Mountain Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Sage Mountain Advisors sold 4,314 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $91.1K.
Sage Mountain Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
Sage Mountain Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $91.1K in Q3 2024.
4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Sage Mountain Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.