SAI
BSCO

Savvy Advisors Inc’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Savvy Advisors Inc’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
-31,723
Closed -$670K – 482
2024
Q3 		$670K Hold
31,723
– – 0.14% 152
2024
Q2 		$668K Buy
+31,723
New +$667K 0.22% 105

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

Savvy Advisors Inc's BSCO Position: Q4 2024 in Review

Savvy Advisors Inc sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 31,723 shares — an estimated $670K sold.

Savvy Advisors Inc first reported a position in BSCO in Q2 2024 and held it in 2 quarters. The position peaked at $670K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Savvy Advisors Inc reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Savvy Advisors Inc sold 31,723 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $670K.
  • Savvy Advisors Inc first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Savvy Advisors Inc's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $670K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

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