SIC
BSCO

SJS Investment Consulting’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

SJS Investment Consulting’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
-1,709
Closed -$36.1K – 1716
2024
Q3 		$36.1K Hold
1,709
– – 0.01% 218
2024
Q2 		$36K Hold
1,709
– – 0.01% 201
2024
Q1 		$35.8K Sell
1,709
-5,136
-75% -$108K 0.01% 215
2023
Q4 		$143K Hold
6,845
– – 0.03% 96
2023
Q3 		$141K Hold
6,845
– – 0.04% 89
2023
Q2 		$141K Hold
6,845
– – 0.04% 91
2023
Q1 		$141K Hold
6,845
– – 0.04% 90
2022
Q4 		$140K Buy
6,845
+1,709
+33% +$34.9K 0.04% 94
2022
Q3 		$105K Buy
+5,136
New +$106K 0.04% 114
2022
Q1 		$108K Sell
5,136
-1,428
-22% -$30.6K 0.03% 129
2021
Q4 		$143K Buy
+6,564
New +$144K 0.04% 111

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

SJS Investment Consulting's BSCO Position: Q4 2024 in Review

SJS Investment Consulting sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 1,709 shares — an estimated $36.1K sold.

SJS Investment Consulting first reported a position in BSCO in Q4 2021 and held it in 11 quarters. The position peaked at $143K in Q4 2021. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • SJS Investment Consulting reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • SJS Investment Consulting sold 1,709 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $36.1K.
  • SJS Investment Consulting first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2021 and held it in 11 quarters.
  • SJS Investment Consulting's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $143K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on SJS Investment Consulting's 13F filing for Q4 2024, filed 21 Jan 2025.