SFG
BSCO

SNS Financial Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

SNS Financial Group’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
-651,971
Closed -$13.8M – 200
2024
Q3 		$13.8M Sell
651,971
-277,509
-30% -$5.86M 1.38% 19
2024
Q2 		$19.6M Sell
929,480
-316,997
-25% -$6.67M 2.1% 16
2024
Q1 		$26.1M Buy
1,246,477
+319,567
+34% +$6.69M 2.87% 13
2023
Q4 		$19.4M Buy
926,910
+38,224
+4% +$794K 2.29% 15
2023
Q3 		$18.4M Buy
888,686
+36,719
+4% +$758K 2.42% 14
2023
Q2 		$17.5M Sell
851,967
-18,358
-2% -$378K 2.28% 13
2023
Q1 		$17.9M Buy
870,325
+32,178
+4% +$661K 2.35% 13
2022
Q4 		$17.2M Buy
838,147
+55,581
+7% +$1.14M 2.32% 15
2022
Q3 		$16M Sell
782,566
-532,080
-40% -$11M 2.3% 15
2022
Q2 		$27.3M Buy
1,314,646
+48,917
+4% +$1.02M 3.55% 7
2022
Q1 		$26.7M Buy
1,265,729
+1,136,375
+879% +$24.3M 2.96% 9
2021
Q4 		$2.82M Buy
129,354
+98,027
+313% +$2.15M 0.3% 51
2021
Q3 		$693K Buy
31,327
+1,800
+6% +$39.9K 0.08% 109
2021
Q2 		$655K Buy
29,527
+16,427
+125% +$365K 0.08% 112
2021
Q1 		$290K Hold
13,100
– – 0.04% 161
2020
Q4 		$293K Buy
13,100
+2,865
+28% +$63.8K 0.04% 154
2020
Q3 		$227K Buy
+10,235
New +$228K 0.04% 176

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

SNS Financial Group's BSCO Position: Q4 2024 in Review

SNS Financial Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 651,971 shares — an estimated $13.8M sold.

SNS Financial Group first reported a position in BSCO in Q3 2020 and held it in 17 quarters. The position peaked at $27.3M in Q2 2022. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • SNS Financial Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • SNS Financial Group sold 651,971 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $13.8M.
  • SNS Financial Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2020 and held it in 17 quarters.
  • SNS Financial Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $27.3M in Q2 2022.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on SNS Financial Group's 13F filing for Q4 2024, filed 3 Feb 2025.