CSC
BSCO

Caldwell Sutter Capital’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Caldwell Sutter Capital’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
-1,466
Closed -$31K – 924
2024
Q3 		$31K Hold
1,466
– – 0.01% 424
2024
Q2 		$30.9K Hold
1,466
– – 0.02% 422
2024
Q1 		$30.7K Hold
1,466
– – 0.01% 411
2023
Q4 		$30.6K Buy
1,466
+787
+116% +$16.4K 0.02% 403
2023
Q3 		$14K Hold
679
– – 0.01% 489
2023
Q2 		$14K Buy
+679
New +$14K 0.01% 490

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

Caldwell Sutter Capital's BSCO Position: Q4 2024 in Review

Caldwell Sutter Capital sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 1,466 shares — an estimated $31K sold.

Caldwell Sutter Capital first reported a position in BSCO in Q2 2023 and held it in 6 quarters. The position peaked at $31K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Caldwell Sutter Capital reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 1,466 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $31K.
  • Caldwell Sutter Capital first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2023 and held it in 6 quarters.
  • Caldwell Sutter Capital's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $31K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Caldwell Sutter Capital's 13F filing for Q4 2024, filed 21 Jan 2025.