AWM
BSCO

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

Avior 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
-42,938
Closed -$907K – 2559
2024
Q3 		$907K Sell
42,938
-8,218
-16% -$173K 0.04% 307
2024
Q2 		$1.08M Sell
51,156
-15,970
-24% -$336K 0.05% 257
2024
Q1 		$1.41M Buy
67,126
+3,790
+6% +$79.3K 0.07% 217
2023
Q4 		$1.32M Sell
63,336
-17,063
-21% -$355K 0.08% 165
2023
Q3 		$1.66M Buy
80,399
+25,961
+48% +$536K 0.11% 135
2023
Q2 		$1.12M Sell
54,438
-279,301
-84% -$5.75M 0.07% 186
2023
Q1 		$6.87M Buy
333,739
+30,097
+10% +$619K 0.47% 48
2022
Q4 		$6.22M Buy
303,642
+19,514
+7% +$399K 0.47% 46
2022
Q3 		$5.79M Buy
284,128
+25,414
+10% +$526K 0.48% 42
2022
Q2 		$5.37M Buy
258,714
+3,566
+1% +$74.4K 0.54% 37
2022
Q1 		$5.38M Buy
255,148
+891
+0.4% +$19.1K 0.46% 43
2021
Q4 		$5.55M Sell
254,257
-269,788
-51% -$5.91M 0.46% 46
2021
Q3 		$11.6M Buy
+524,045
New +$11.6M 0.96% 22
2021
Q1 		– Sell
-1,526
Closed -$34K – 1163
2020
Q4 		$34K Buy
1,526
+8
+0.5% +$178 ﹤0.01% 534
2020
Q3 		$33K Buy
+1,518
New +$33.8K ﹤0.01% 539

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 $20.6B AUM 34.61% 1-Year Est. Return

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

Avior Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 42,938 shares — an estimated $907K sold.

Avior Wealth Management first reported a position in BSCO in Q3 2020 and held it in 15 quarters. The position peaked at $11.6M in Q3 2021. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Avior Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 42,938 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $907K.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2020 and held it in 15 quarters.
  • Avior Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $11.6M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.