BWM
BSCO

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

BCS 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
-431,135
Closed -$9.11M – 268
2024
Q3 		$9.11M Sell
431,135
-34,210
-7% -$722K 3.87% 3
2024
Q2 		$9.8M Buy
465,345
+1,072
+0.2% +$22.5K 4.77% 2
2024
Q1 		$9.74M Buy
464,273
+547
+0.1% +$11.5K 3.12% 4
2023
Q4 		$9.69M Buy
463,726
+14,804
+3% +$308K 3.57% 3
2023
Q3 		$9.28M Buy
448,922
+17,504
+4% +$361K 3.86% 3
2023
Q2 		$8.87M Buy
431,418
+33,318
+8% +$686K 6.48% 1
2023
Q1 		$8.2M Buy
398,100
+109,180
+38% +$2.24M 3.7% 5
2022
Q4 		$5.92M Buy
288,920
+217,910
+307% +$4.45M 2.48% 5
2022
Q3 		$1.45M Buy
71,010
+35,628
+101% +$738K 0.68% 36
2022
Q2 		$734K Sell
35,382
-332
-0.9% -$6.93K 0.33% 75
2022
Q1 		$753K Sell
35,714
-3,768
-10% -$80.7K 0.31% 75
2021
Q4 		$862K Buy
39,482
+21,051
+114% +$461K 0.31% 75
2021
Q3 		$408K Buy
18,431
+5,524
+43% +$122K 0.17% 107
2021
Q2 		$286K Hold
12,907
– – 0.15% 124
2021
Q1 		$286K Hold
12,907
– – 0.14% 121
2020
Q4 		$289K Hold
12,907
– – 0.15% 110
2020
Q3 		$286K Sell
12,907
-55
-0.4% -$1.22K 0.16% 102
2020
Q2 		$286K Buy
12,962
+55
+0.4% +$1.19K 0.17% 98
2020
Q1 		$267K Hold
12,907
– – 0.19% 90
2019
Q4 		$277K Buy
+12,907
New +$277K 0.18% 86

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

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

BCS Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 431,135 shares — an estimated $9.11M sold.

BCS Wealth Management first reported a position in BSCO in Q4 2019 and held it in 20 quarters. The position peaked at $9.8M in Q2 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • BCS Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • BCS Wealth Management sold 431,135 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $9.11M.
  • BCS Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2019 and held it in 20 quarters.
  • BCS Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $9.8M in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

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