TFA
BSCO

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

Toth Financial 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
-708
Closed -$15K – 762
2024
Q3 		$15K Hold
708
– – ﹤0.01% 415
2024
Q2 		$14.9K Hold
708
– – ﹤0.01% 428
2024
Q1 		$14.8K Hold
708
– – ﹤0.01% 417
2023
Q4 		$14.8K Hold
708
– – ﹤0.01% 419
2023
Q3 		$14.6K Sell
708
-725
-51% -$15K ﹤0.01% 408
2023
Q2 		$29.5K Buy
1,433
+725
+102% +$14.9K ﹤0.01% 332
2023
Q1 		$14.6K Hold
708
– – ﹤0.01% 416
2022
Q4 		$14.5K Hold
708
– – ﹤0.01% 408
2022
Q3 		$14K Buy
+708
New +$14.7K ﹤0.01% 416

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

Toth Financial Advisory's BSCO Position: Q4 2024 in Review

Toth Financial Advisory sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 708 shares — an estimated $15K sold.

Toth Financial Advisory first reported a position in BSCO in Q3 2022 and held it in 9 quarters. The position peaked at $29.5K in Q2 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Toth Financial Advisory reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 708 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $15K.
  • Toth Financial Advisory first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2022 and held it in 9 quarters.
  • Toth Financial Advisory's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $29.5K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Toth Financial Advisory's 13F filing for Q4 2024, filed 21 Jan 2025.