Carson Wealth (CWM LLC)
BSCO

Carson Wealth (CWM LLC)’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Carson Wealth (CWM LLC)’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
-3,855
Closed -$81K – 5240
2024
Q3 		$81K Buy
3,855
+1,300
+51% +$27.4K ﹤0.01% 2340
2024
Q2 		$54K Sell
2,555
-4,119
-62% -$86.6K ﹤0.01% 2439
2024
Q1 		$140K Sell
6,674
-29,863
-82% -$625K ﹤0.01% 1688
2023
Q4 		$763K Sell
36,537
-22,105
-38% -$459K ﹤0.01% 917
2023
Q3 		$1.21M Buy
58,642
+26,892
+85% +$555K 0.01% 670
2023
Q2 		$653K Buy
31,750
+9,037
+40% +$186K ﹤0.01% 856
2023
Q1 		$468K Sell
22,713
-4,330
-16% -$89K ﹤0.01% 911
2022
Q4 		$554K Buy
27,043
+25,401
+1,547% +$519K ﹤0.01% 773
2022
Q3 		$33K Hold
1,642
– – ﹤0.01% 1900
2022
Q2 		$34K Buy
+1,642
New +$34.3K ﹤0.01% 1826
2019
Q1 		– Sell
-474
Closed -$9K – 3321
2018
Q4 		$9K Buy
+474
New +$9.44K ﹤0.01% 1388

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

Carson Wealth (CWM LLC)'s BSCO Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 3,855 shares — an estimated $81K sold.

Carson Wealth (CWM LLC) first reported a position in BSCO in Q4 2018 and held it in 11 quarters. The position peaked at $1.21M in Q3 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,855 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $81K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2018 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.21M in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.