SPIA
BSCO

Steward Partners Investment Advisory’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Steward Partners Investment Advisory’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
-20,579
Closed -$435K – 4131
2024
Q3 		$435K Sell
20,579
-95,010
-82% -$2.01M ﹤0.01% 1163
2024
Q2 		$2.43M Sell
115,589
-2,445
-2% -$51.4K 0.03% 523
2024
Q1 		$2.48M Sell
118,034
-593,565
-83% -$12.4M 0.03% 515
2023
Q4 		$14.9M Sell
711,599
-12,925
-2% -$269K 0.2% 107
2023
Q3 		$15M Buy
724,524
+20,276
+3% +$419K 0.23% 96
2023
Q2 		$14.5M Buy
704,248
+46,818
+7% +$965K 0.22% 98
2023
Q1 		$13.5M Buy
657,430
+55,782
+9% +$1.15M 0.22% 106
2022
Q4 		$12.3M Buy
601,648
+87,328
+17% +$1.78M 0.21% 118
2022
Q3 		$10.5M Buy
514,320
+212,435
+70% +$4.4M 0.2% 122
2022
Q2 		$6.26M Buy
301,885
+293,549
+3,521% +$6.13M 0.11% 198
2022
Q1 		$176K Sell
8,336
-6,879
-45% -$147K ﹤0.01% 1350
2021
Q4 		$332K Sell
15,215
-2,655
-15% -$58.2K 0.01% 1095
2021
Q3 		$395K Sell
17,870
-12,042
-40% -$267K 0.01% 1001
2021
Q2 		$664K Buy
29,912
+2,253
+8% +$50.1K 0.01% 832
2021
Q1 		$613K Buy
27,659
+3,514
+15% +$78.3K 0.01% 811
2020
Q4 		$541K Buy
24,145
+19,944
+475% +$444K 0.01% 737
2020
Q3 		$93K Hold
4,201
– – ﹤0.01% 1253
2020
Q2 		$93K Buy
+4,201
New +$90.8K ﹤0.01% 1185

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

Steward Partners Investment Advisory's BSCO Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 20,579 shares — an estimated $435K sold.

Steward Partners Investment Advisory first reported a position in BSCO in Q2 2020 and held it in 18 quarters. The position peaked at $15M in Q3 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 20,579 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $435K.
  • Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2020 and held it in 18 quarters.
  • Steward Partners Investment Advisory's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $15M in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.