SFS
BSCO

Solitude Financial Services’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Solitude Financial 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
-19,544
Closed -$413K – 37
2024
Q3 		$413K Sell
19,544
-18,814
-49% -$397K 0.18% 27
2024
Q2 		$808K Sell
38,358
-126,078
-77% -$2.65M 0.38% 21
2024
Q1 		$3.45M Buy
164,436
+3,364
+2% +$70.4K 1.59% 12
2023
Q4 		$3.36M Sell
161,072
-4,993
-3% -$104K 1.84% 16
2023
Q3 		$3.43M Buy
166,065
+18,539
+13% +$383K 1.94% 16
2023
Q2 		$3.03M Buy
147,526
+61,131
+71% +$1.26M 1.72% 17
2023
Q1 		$1.78M Buy
86,395
+1,698
+2% +$34.9K 1.14% 19
2022
Q4 		$1.74M Buy
84,697
+695
+0.8% +$14.2K 1.19% 18
2022
Q3 		$1.71M Buy
84,002
+9,351
+13% +$194K 1.25% 19
2022
Q2 		$1.55M Buy
74,651
+32,551
+77% +$679K 1.09% 22
2022
Q1 		$887K Buy
42,100
+5,500
+15% +$118K 0.55% 28
2021
Q4 		$799K Buy
36,600
+1,400
+4% +$30.7K 0.53% 30
2021
Q3 		$778K Buy
35,200
+1,000
+3% +$22.2K 0.54% 31
2021
Q2 		$759K Buy
34,200
+1,000
+3% +$22.2K 0.55% 32
2021
Q1 		$736K Sell
33,200
-6,500
-16% -$145K 0.59% 35
2020
Q4 		$889K Buy
+39,700
New +$884K 0.78% 32

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

Solitude Financial Services's BSCO Position: Q4 2024 in Review

Solitude Financial Services sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 19,544 shares — an estimated $413K sold.

Solitude Financial Services first reported a position in BSCO in Q4 2020 and held it in 16 quarters. The position peaked at $3.45M in Q1 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Solitude Financial Services reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Solitude Financial Services sold 19,544 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $413K.
  • Solitude Financial Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2020 and held it in 16 quarters.
  • Solitude Financial Services's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $3.45M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Solitude Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.