CT
BSCO

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

Caldwell Trust’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
-1,397
Closed -$29.5K – 733
2024
Q3 		$29.5K Buy
+1,397
New +$29.5K ﹤0.01% 510

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 Trust's BSCO Position: Q4 2024 in Review

Caldwell Trust sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 1,397 shares — an estimated $29.5K sold.

Caldwell Trust first reported a position in BSCO in Q3 2024 and held it in 1 quarter. The position peaked at $29.5K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Caldwell Trust reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Caldwell Trust sold 1,397 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $29.5K.
  • Caldwell Trust first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Caldwell Trust's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $29.5K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Caldwell Trust's 13F filing for Q4 2024, filed 24 Sep 2025.