AWG
BSCO

Altus Wealth Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Altus Wealth Group’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
-100,931
Closed -$2.13M – 155
2024
Q3 		$2.13M Sell
100,931
-22,705
-18% -$479K 0.91% 28
2024
Q2 		$2.6M Sell
123,636
-41,137
-25% -$865K 1.3% 19
2024
Q1 		$3.46M Sell
164,773
-12,593
-7% -$264K 1.73% 13
2023
Q4 		$3.7M Buy
177,366
+7,788
+5% +$162K 2.05% 10
2023
Q3 		$3.51M Buy
169,578
+3,555
+2% +$73.4K 2.22% 10
2023
Q2 		$3.42M Buy
166,023
+1,362
+0.8% +$28.1K 2.1% 11
2023
Q1 		$3.39M Buy
+164,661
New +$3.38M 2.28% 10

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 $349M AUM 12.51% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Altus Wealth Group's BSCO Position: Q4 2024 in Review

Altus Wealth Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 100,931 shares — an estimated $2.13M sold.

Altus Wealth Group first reported a position in BSCO in Q1 2023 and held it in 7 quarters. The position peaked at $3.7M in Q4 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Altus Wealth Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Altus Wealth Group sold 100,931 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $2.13M.
  • Altus Wealth Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
  • Altus Wealth Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $3.7M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Altus Wealth Group's 13F filing for Q4 2024, filed 10 Feb 2025.