Invesco Bulletshares 2024 CBBSCOETF

13F holders, Q4 2024 (December 31)
4holders −350
0new positions
343sold out
$21.12avg. 13F price*

At the end of Q4 2024, 4 institutions reported holding Invesco Bulletshares 2024 CB (BSCO) in their 13F filings, down 350 from Q3 2024. 0 opened new positions and 343 sold out. The largest holders were IFP Advisors, Inc ($222K), Belpointe Asset Management LLC ($203K) and Mattson Financial Services, LLC ($14K).

Company
Invesco Bulletshares 2024 CB
CUSIP
46138J841
Latest filing quarter
Q4 2024

History

Number of 13F holders

0100200300400 Q1 2024: 358Q1 2024Q2 2024: 356Q2 2024Q3 2024: 354Q3 2024Q4 2024: 4Q4 2024

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits343$2.0B

All 13F filers, Q3 2024 → Q4 2024: 97,096,108 shares sold, net −97,096,108 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

IFP Advisors, Inc 0.01% Reduce -32.8% 10,500 $222K
Belpointe Asset Management LLC 0.01% Reduce -0.1% 9,619 $203K
Mattson Financial Services, LLC 0.00% No change 658 $14K
Ironwood Wealth Management, LLC. 0.00% Reduce -99.8% 13 $275

"% of holder's portfolio" is BSCO's weight in each manager's 13F, not the share of Invesco Bulletshares 2024 CB the manager owns.