SLFPAM
BSCO

St. Louis Financial Planners Asset Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

St. Louis Financial Planners Asset Management’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
-202,666
Closed -$4.28M – 40
2024
Q3 		$4.28M Buy
202,666
+25,745
+15% +$543K 3.4% 5
2024
Q2 		$3.73M Buy
176,921
+3,520
+2% +$74K 3.21% 7
2024
Q1 		$3.64M Buy
173,401
+10,001
+6% +$209K 3.27% 5
2023
Q4 		$3.41M Buy
163,400
+6,074
+4% +$126K 3.18% 5
2023
Q3 		$3.26M Buy
157,326
+18,564
+13% +$383K 2.61% 4
2023
Q2 		$2.85M Buy
138,762
+8,999
+7% +$185K 2.86% 9
2023
Q1 		$2.67M Buy
129,763
+23,986
+23% +$493K 3.04% 6
2022
Q4 		$2.17M Buy
+105,777
New +$2.16M 2.12% 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 $3.06B AUM 23.82% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 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

St. Louis Financial Planners Asset Management's BSCO Position: Q4 2024 in Review

St. Louis Financial Planners Asset Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 202,666 shares — an estimated $4.28M sold.

St. Louis Financial Planners Asset Management first reported a position in BSCO in Q4 2022 and held it in 8 quarters. The position peaked at $4.28M in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • St. Louis Financial Planners Asset Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • St. Louis Financial Planners Asset Management sold 202,666 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $4.28M.
  • St. Louis Financial Planners Asset Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
  • St. Louis Financial Planners Asset Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $4.28M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.