AWA
BSCO

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

Arkadios 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
-21,338
Closed -$451K – 1008
2024
Q3 		$451K Buy
21,338
+370
+2% +$7.81K 0.03% 579
2024
Q2 		$442K Buy
20,968
+6,360
+44% +$134K 0.03% 491
2024
Q1 		$306K Buy
14,608
+205
+1% +$4.29K 0.02% 532
2023
Q4 		$301K Buy
14,403
+221
+2% +$4.59K 0.03% 530
2023
Q3 		$293K Buy
14,182
+2,858
+25% +$59K 0.03% 491
2023
Q2 		$233K Buy
11,324
+24
+0.2% +$494 0.03% 519
2023
Q1 		$233K Buy
+11,300
New +$232K 0.03% 520
2021
Q3 		– Sell
-243
Closed -$5K – 2088
2021
Q2 		$5K Hold
243
– – ﹤0.01% 1747
2021
Q1 		$5K Buy
+243
New +$5.42K ﹤0.01% 1386

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

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

Arkadios Wealth Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 21,338 shares — an estimated $451K sold.

Arkadios Wealth Advisors first reported a position in BSCO in Q1 2021 and held it in 9 quarters. The position peaked at $451K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Arkadios Wealth Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 21,338 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $451K.
  • Arkadios Wealth Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2021 and held it in 9 quarters.
  • Arkadios Wealth Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $451K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.