AWM
BSCO

Apollon Wealth Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Apollon Wealth Management’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
-25,200
Closed -$532K – 1279
2024
Q3 		$532K Sell
25,200
-2,300
-8% -$48.5K 0.02% 692
2024
Q2 		$579K Sell
27,500
-5,300
-16% -$111K 0.02% 625
2024
Q1 		$688K Sell
32,800
-2,500
-7% -$52.3K 0.02% 582
2023
Q4 		$737K Sell
35,300
-1,000
-3% -$20.8K 0.03% 551
2023
Q3 		$750K Sell
36,300
-3,200
-8% -$66.1K 0.04% 443
2023
Q2 		$813K Hold
39,500
– – 0.04% 454
2023
Q1 		$813K Sell
39,500
-1,000
-2% -$20.6K 0.05% 384
2022
Q4 		$830K Hold
40,500
– – 0.06% 357
2022
Q3 		$826K Hold
40,500
– – 0.07% 310
2022
Q2 		$840K Hold
40,500
– – 0.07% 304
2022
Q1 		$853K Buy
40,500
+3,300
+9% +$70.6K 0.06% 326
2021
Q4 		$812K Buy
37,200
+1,000
+3% +$21.9K 0.06% 342
2021
Q3 		$800K Buy
+36,200
New +$802K 0.11% 173

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

Apollon Wealth Management's BSCO Position: Q4 2024 in Review

Apollon Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 25,200 shares — an estimated $532K sold.

Apollon Wealth Management first reported a position in BSCO in Q3 2021 and held it in 13 quarters. The position peaked at $853K in Q1 2022. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Apollon Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Apollon Wealth Management sold 25,200 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $532K.
  • Apollon Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2021 and held it in 13 quarters.
  • Apollon Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $853K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Apollon Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.