BWM
BSCO

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

Blossom 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
-31,955
Closed -$675K – 73
2024
Q3 		$675K Sell
31,955
-750
-2% -$15.8K 1.36% 20
2024
Q2 		$689K Sell
32,705
-1,120
-3% -$23.6K 1.5% 17
2024
Q1 		$709K Buy
33,825
+600
+2% +$12.6K 1.71% 17
2023
Q4 		$694K Buy
33,225
+7,800
+31% +$162K 1.87% 16
2023
Q3 		$526K Buy
25,425
+200
+0.8% +$4.13K 1.68% 19
2023
Q2 		$519K Buy
25,225
+450
+2% +$9.27K 1.9% 17
2023
Q1 		$510K Buy
24,775
+2,000
+9% +$41.1K 2.08% 17
2022
Q4 		$467K Buy
22,775
+4,375
+24% +$89.4K 2.25% 17
2022
Q3 		$375K Buy
18,400
+1,000
+6% +$20.7K 2.11% 19
2022
Q2 		$361K Buy
17,400
+100
+0.6% +$2.09K 1.83% 24
2022
Q1 		$365K Buy
17,300
+4,800
+38% +$103K 1.65% 25
2021
Q4 		$273K Buy
+12,500
New +$274K 1.34% 36

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 $419M AUM 19.95% 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

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

Blossom Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 31,955 shares — an estimated $675K sold.

Blossom Wealth Management first reported a position in BSCO in Q4 2021 and held it in 12 quarters. The position peaked at $709K in Q1 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Blossom Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Blossom Wealth Management sold 31,955 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $675K.
  • Blossom Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
  • Blossom Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $709K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Blossom Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.