SAS
BSCO

SMI Advisory Services’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

SMI Advisory Services’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
-52,153
Closed -$1.1M – 60
2024
Q3 		$1.1M Sell
52,153
-2,171
-4% -$45.8K 0.24% 33
2024
Q2 		$1.15M Sell
54,324
-5,111
-9% -$107K 0.28% 35
2024
Q1 		$1.25M Sell
59,435
-473
-0.8% -$9.9K 0.35% 44
2023
Q4 		$1.25M Buy
59,908
+4,601
+8% +$95.6K 0.32% 21
2023
Q3 		$1.15M Buy
+55,307
New +$1.14M 0.42% 19
2023
Q1 		$953K Buy
46,502
+11,834
+34% +$243K 0.32% 19
2022
Q4 		$707K Hold
34,668
– – 0.23% 24
2022
Q3 		$707K Buy
34,668
+15,231
+78% +$315K 0.23% 24
2022
Q2 		$403K Buy
19,437
+63
+0.3% +$1.31K 0.14% 29
2022
Q1 		$408K Buy
+19,374
New +$415K 0.14% 27

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

SMI Advisory Services's BSCO Position: Q4 2024 in Review

SMI Advisory Services sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 52,153 shares — an estimated $1.1M sold.

SMI Advisory Services first reported a position in BSCO in Q1 2022 and held it in 10 quarters. The position peaked at $1.25M in Q4 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • SMI Advisory Services reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • SMI Advisory Services sold 52,153 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $1.1M.
  • SMI Advisory Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2022 and held it in 10 quarters.
  • SMI Advisory Services's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.25M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on SMI Advisory Services's 13F filing for Q4 2024, filed 17 Jan 2025.