Stifel Financial
BSCO

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

Stifel Financial’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
-394,530
Closed -$8.33M – 3505
2024
Q3 		$8.33M Sell
394,530
-144,903
-27% -$3.06M 0.01% 923
2024
Q2 		$11.4M Sell
539,433
-802,441
-60% -$16.9M 0.01% 768
2024
Q1 		$28.1M Sell
1,341,874
-117,295
-8% -$2.46M 0.03% 431
2023
Q4 		$30.5M Buy
1,459,169
+138,841
+11% +$2.88M 0.04% 388
2023
Q3 		$27.3M Buy
1,320,328
+259,983
+25% +$5.37M 0.04% 385
2023
Q2 		$21.8M Sell
1,060,345
-46,572
-4% -$959K 0.03% 444
2023
Q1 		$22.8M Buy
1,106,917
+43,770
+4% +$900K 0.03% 420
2022
Q4 		$21.8M Buy
1,063,147
+134,714
+15% +$2.75M 0.03% 426
2022
Q3 		$18.9M Buy
928,433
+39,526
+4% +$818K 0.03% 440
2022
Q2 		$18.4M Buy
888,907
+72,214
+9% +$1.51M 0.03% 469
2022
Q1 		$17.2M Buy
816,693
+716,338
+714% +$15.3M 0.02% 548
2021
Q4 		$2.19M Buy
100,355
+35,072
+54% +$769K ﹤0.01% 1547
2021
Q3 		$1.44M Sell
65,283
-18,370
-22% -$407K ﹤0.01% 1804
2021
Q2 		$1.86M Sell
83,653
-5,309
-6% -$118K ﹤0.01% 1661
2021
Q1 		$1.97M Buy
88,962
+20,897
+31% +$466K ﹤0.01% 1527
2020
Q4 		$1.52M Sell
68,065
-3,470
-5% -$77.3K ﹤0.01% 1553
2020
Q3 		$1.59M Sell
71,535
-8,977
-11% -$200K ﹤0.01% 1343
2020
Q2 		$1.77M Buy
80,512
+23,850
+42% +$516K ﹤0.01% 1225
2020
Q1 		$1.17M Buy
56,662
+4,027
+8% +$85.5K ﹤0.01% 1332
2019
Q4 		$1.13M Buy
52,635
+1,151
+2% +$24.7K ﹤0.01% 1731
2019
Q3 		$1.1M Buy
51,484
+4,447
+9% +$94.9K ﹤0.01% 1686
2019
Q2 		$994K Buy
47,037
+1,509
+3% +$31.5K ﹤0.01% 1798
2019
Q1 		$944K Sell
45,528
-6,400
-12% -$130K ﹤0.01% 1689
2018
Q4 		$1.03M Sell
51,928
-16
-0% -$318 ﹤0.01% 1497
2018
Q3 		$1.04M Buy
51,944
+3,193
+7% +$64.3K ﹤0.01% 1642
2018
Q2 		$977K Sell
48,751
-1,427
-3% -$28.6K ﹤0.01% 1634
2018
Q1 		$1.01M Buy
50,178
+9,344
+23% +$191K ﹤0.01% 1553
2017
Q4 		$856K Buy
40,834
+7,684
+23% +$161K ﹤0.01% 1616
2017
Q3 		$697K Buy
33,150
+1,095
+3% +$23K ﹤0.01% 1691
2017
Q2 		$671K Buy
32,055
+3,110
+11% +$64.7K ﹤0.01% 1710
2017
Q1 		$595K Buy
28,945
+5,426
+23% +$111K ﹤0.01% 1718
2016
Q4 		$480K Buy
23,519
+5,519
+31% +$114K ﹤0.01% 1798
2016
Q3 		$382K Buy
18,000
+2,040
+13% +$43.4K ﹤0.01% 1868
2016
Q2 		$339K Buy
+15,960
New +$332K ﹤0.01% 1983

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

Stifel Financial's BSCO Position: Q4 2024 in Review

Stifel Financial sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 394,530 shares — an estimated $8.33M sold.

Stifel Financial first reported a position in BSCO in Q2 2016 and held it in 34 quarters. The position peaked at $30.5M in Q4 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Stifel Financial reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 394,530 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $8.33M.
  • Stifel Financial first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2016 and held it in 34 quarters.
  • Stifel Financial's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $30.5M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

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