VNA
BSCO

Valley National Advisers’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Valley National Advisers’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
-1,000
Closed -$21K – 807
2024
Q3 		$21K Sell
1,000
-9,415
-90% -$199K ﹤0.01% 440
2024
Q2 		$219K Sell
10,415
-1,078
-9% -$22.7K 0.03% 231
2024
Q1 		$241K Buy
11,493
+40
+0.3% +$837 0.04% 226
2023
Q4 		$239K Buy
11,453
+38
+0.3% +$789 0.04% 222
2023
Q3 		$236K Buy
11,415
+37
+0.3% +$764 0.04% 226
2023
Q2 		$235K Buy
11,378
+37
+0.3% +$762 0.04% 228
2023
Q1 		$234K Sell
11,341
-732
-6% -$15K 0.04% 232
2022
Q4 		$248K Buy
12,073
+32
+0.3% +$654 0.04% 224
2022
Q3 		$245K Buy
12,041
+2,206
+22% +$45.7K 0.05% 225
2022
Q2 		$204K Sell
9,835
-1,059
-10% -$22.1K 0.04% 222
2022
Q1 		$230K Buy
10,894
+55
+0.5% +$1.18K 0.04% 213
2021
Q4 		$237K Buy
10,839
+40
+0.4% +$877 0.04% 212
2021
Q3 		$239K Buy
10,799
+44
+0.4% +$975 0.04% 204
2021
Q2 		$239K Buy
10,755
+46
+0.4% +$1.02K 0.04% 202
2021
Q1 		$237K Buy
10,709
+106
+1% +$2.36K 0.05% 197
2020
Q4 		$237K Buy
10,603
+9,483
+847% +$211K 0.05% 189
2020
Q3 		$25K Hold
1,120
– – 0.01% 374
2020
Q2 		$25K Buy
+1,120
New +$24.2K 0.01% 363

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

Valley National Advisers's BSCO Position: Q4 2024 in Review

Valley National Advisers sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 1,000 shares — an estimated $21K sold.

Valley National Advisers first reported a position in BSCO in Q2 2020 and held it in 18 quarters. The position peaked at $248K in Q4 2022. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Valley National Advisers reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Valley National Advisers sold 1,000 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $21K.
  • Valley National Advisers first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2020 and held it in 18 quarters.
  • Valley National Advisers's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $248K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Valley National Advisers's 13F filing for Q4 2024, filed 24 Jan 2025.