SPA
BSCO

Sentinel Pension Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Sentinel Pension 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
-58,351
Closed -$1.23M – 115
2024
Q3 		$1.23M Sell
58,351
-15,472
-21% -$327K 0.24% 55
2024
Q2 		$1.55M Sell
73,823
-19,761
-21% -$416K 0.32% 48
2024
Q1 		$1.96M Sell
93,584
-167,892
-64% -$3.51M 0.42% 35
2023
Q4 		$5.46M Sell
261,476
-393,784
-60% -$8.18M 1.3% 17
2023
Q3 		$13.5M Buy
655,260
+13,833
+2% +$286K 3.3% 6
2023
Q2 		$13.2M Buy
641,427
+17,257
+3% +$356K 3.2% 6
2023
Q1 		$12.9M Buy
624,170
+35,122
+6% +$722K 3.27% 8
2022
Q4 		$12.1M Buy
589,048
+35,478
+6% +$725K 3.79% 6
2022
Q3 		$11.3M Buy
553,570
+18,155
+3% +$376K 3.94% 6
2022
Q2 		$11.1M Buy
535,415
+1,661
+0.3% +$34.7K 3.73% 6
2022
Q1 		$11.2M Buy
533,754
+20,559
+4% +$440K 3.81% 10
2021
Q4 		$11.2M Buy
+513,195
New +$11.2M 3.53% 8

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 $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

Sentinel Pension Advisors's BSCO Position: Q4 2024 in Review

Sentinel Pension Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 58,351 shares — an estimated $1.23M sold.

Sentinel Pension Advisors first reported a position in BSCO in Q4 2021 and held it in 12 quarters. The position peaked at $13.5M in Q3 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Sentinel Pension Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sentinel Pension Advisors sold 58,351 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $1.23M.
  • Sentinel Pension Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
  • Sentinel Pension Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $13.5M in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Sentinel Pension Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.