SS
BSCO

Sound Stewardship’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Sound Stewardship’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
-308,909
Closed -$6.52M – 66
2024
Q3 		$6.52M Sell
308,909
-2,408
-0.8% -$50.8K 3.66% 11
2024
Q2 		$6.56M Sell
311,317
-5,049
-2% -$106K 3.98% 8
2024
Q1 		$6.63M Sell
316,366
-15,173
-5% -$318K 4.02% 9
2023
Q4 		$6.92M Sell
331,539
-3,816
-1% -$79.3K 4.58% 5
2023
Q3 		$6.93M Sell
335,355
-5,783
-2% -$119K 4.65% 4
2023
Q2 		$7.02M Buy
341,138
+8,168
+2% +$168K 4.62% 4
2023
Q1 		$6.86M Buy
332,970
+12,393
+4% +$255K 4.61% 5
2022
Q4 		$6.57M Buy
+320,577
New +$6.55M 4.86% 4

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

Sound Stewardship's BSCO Position: Q4 2024 in Review

Sound Stewardship sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 308,909 shares — an estimated $6.52M sold.

Sound Stewardship first reported a position in BSCO in Q4 2022 and held it in 8 quarters. The position peaked at $7.02M in Q2 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Sound Stewardship reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sound Stewardship sold 308,909 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $6.52M.
  • Sound Stewardship first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
  • Sound Stewardship's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $7.02M in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Sound Stewardship's 13F filing for Q4 2024, filed 22 Jan 2025.