CWM
BSCO

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

CarsonAllaria 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
-398
Closed -$8.41K – 405
2024
Q3 		$8.41K Buy
+398
New +$8.4K ﹤0.01% 272

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

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

CarsonAllaria Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 398 shares — an estimated $8.41K sold.

CarsonAllaria Wealth Management first reported a position in BSCO in Q3 2024 and held it in 1 quarter. The position peaked at $8.41K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • CarsonAllaria Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 398 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $8.41K.
  • CarsonAllaria Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $8.41K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.