Arete Wealth Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Arete Wealth Advisors’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	-25,906	Closed	-$547K	–	803
2024 Q3	$547K	Sell	25,906 -5	-0%	-$106	0.05%	354
2024 Q2	$545K	Buy	25,911 +2,380	+10%	+$50.1K	0.04%	369
2024 Q1	$493K	Buy	+23,531	New	+$493K	0.05%	291

Other funds holding BSCO

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

Arete Wealth Advisors's BSCO Position: Q4 2024 in Review

Arete Wealth Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 25,906 shares — an estimated $547K sold.

Arete Wealth Advisors first reported a position in BSCO in Q1 2024 and held it in 3 quarters. The position peaked at $547K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

Arete Wealth Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Arete Wealth Advisors sold 25,906 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $547K.
Arete Wealth Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
Arete Wealth Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $547K in Q3 2024.
4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.