SFC
BSCO

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

Strategic Financial Concepts’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
-25,170
Closed -$532K – 341
2024
Q3 		$532K Sell
25,170
-450,824
-95% -$9.51M 0.17% 111
2024
Q2 		$707K Buy
475,994
+432,252
+988% +$9.09M 0.41% 62
2024
Q1 		$917K Buy
43,742
+10,054
+30% +$210K 0.22% 107
2023
Q4 		$704K Buy
33,688
+1,082
+3% +$22.5K 0.42% 62
2023
Q3 		$674K Buy
32,606
+7,516
+30% +$155K 0.23% 105
2023
Q2 		$516K Buy
25,090
+8,885
+55% +$183K 0.19% 120
2023
Q1 		$334K Buy
+16,205
New +$333K 0.13% 147

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

Strategic Financial Concepts's BSCO Position: Q4 2024 in Review

Strategic Financial Concepts sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 25,170 shares — an estimated $532K sold.

Strategic Financial Concepts first reported a position in BSCO in Q1 2023 and held it in 7 quarters. The position peaked at $917K in Q1 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Strategic Financial Concepts reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 25,170 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $532K.
  • Strategic Financial Concepts first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
  • Strategic Financial Concepts's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $917K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

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