SFS
BSCO

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

Stiles 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
-18,902
Closed -$399K – 195
2024
Q3 		$399K Buy
18,902
+116
+0.6% +$2.45K 0.14% 131
2024
Q2 		$396K Sell
18,786
-3,629
-16% -$76.3K 0.15% 120
2024
Q1 		$470K Sell
22,415
-2,359
-10% -$49.4K 0.19% 107
2023
Q4 		$517K Sell
24,774
-1,245
-5% -$25.9K 0.23% 101
2023
Q3 		$538K Sell
26,019
-2,533
-9% -$52.3K 0.28% 98
2023
Q2 		$587K Sell
28,552
-8,285
-22% -$171K 0.29% 94
2023
Q1 		$758K Sell
36,837
-55,703
-60% -$1.14M 0.41% 75
2022
Q4 		$1.92M Buy
+92,540
New +$1.89M 1.1% 26
2022
Q3 		– Sell
-24,460
Closed -$507K – 188
2022
Q2 		$507K Buy
24,460
+716
+3% +$14.9K 0.3% 90
2022
Q1 		$507K Sell
23,744
-580
-2% -$12.4K 0.25% 103
2021
Q4 		$531K Buy
+24,324
New +$533K 0.26% 103

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 $451M AUM 13.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Stiles Financial Services sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 18,902 shares — an estimated $399K sold.

Stiles Financial Services first reported a position in BSCO in Q4 2021 and held it in 11 quarters. The position peaked at $1.92M in Q4 2022. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Stiles Financial Services reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Stiles Financial Services sold 18,902 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $399K.
  • Stiles Financial Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2021 and held it in 11 quarters.
  • Stiles Financial Services's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.92M in Q4 2022.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Stiles Financial Services's 13F filing for Q4 2024, filed 28 Jan 2025.