SC
BSCO

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

Savant Capital’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
-62,674
Closed -$1.32M – 1518
2024
Q3 		$1.32M Sell
62,674
-39,611
-39% -$836K 0.01% 552
2024
Q2 		$2.15M Buy
102,285
+34,105
+50% +$717K 0.02% 354
2024
Q1 		$1.43M Sell
68,180
-10,738
-14% -$225K 0.02% 446
2023
Q4 		$1.65M Buy
78,918
+11,546
+17% +$240K 0.02% 325
2023
Q3 		$1.39M Sell
67,372
-4,964
-7% -$102K 0.02% 326
2023
Q2 		$1.49M Buy
72,336
+23,575
+48% +$486K 0.02% 308
2023
Q1 		$1M Buy
+48,761
New +$1M 0.02% 322

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

Savant Capital's BSCO Position: Q4 2024 in Review

Savant Capital sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 62,674 shares — an estimated $1.32M sold.

Savant Capital first reported a position in BSCO in Q1 2023 and held it in 7 quarters. The position peaked at $2.15M in Q2 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Savant Capital reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Savant Capital sold 62,674 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $1.32M.
  • Savant Capital first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
  • Savant Capital's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $2.15M in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Savant Capital's 13F filing for Q4 2024, filed 29 Jan 2025.