CCG
BSCO

Coastwise Capital Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Coastwise Capital Group’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
-33,205
Closed -$701K – 129
2024
Q3 		$701K Buy
33,205
+36
+0.1% +$760 0.58% 44
2024
Q2 		$699K Sell
33,169
-20
-0.1% -$421 0.67% 41
2024
Q1 		$696K Buy
33,189
+1,358
+4% +$28.4K 0.65% 43
2023
Q4 		$665K Sell
31,831
-1,692
-5% -$35.2K 0.68% 42
2023
Q3 		$693K Sell
33,523
-5,498
-14% -$113K 0.79% 40
2023
Q2 		$803K Buy
39,021
+928
+2% +$19.1K 0.91% 32
2023
Q1 		$784K Buy
38,093
+12,413
+48% +$255K 0.9% 36
2022
Q4 		$526K Buy
25,680
+5,922
+30% +$121K 0.62% 43
2022
Q3 		$403K Sell
19,758
-8
-0% -$166 0.64% 49
2022
Q2 		$410K Sell
19,766
-496
-2% -$10.4K 0.5% 59
2022
Q1 		$427K Buy
+20,262
New +$434K 0.53% 61

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

Coastwise Capital Group's BSCO Position: Q4 2024 in Review

Coastwise Capital Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 33,205 shares — an estimated $701K sold.

Coastwise Capital Group first reported a position in BSCO in Q1 2022 and held it in 11 quarters. The position peaked at $803K in Q2 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Coastwise Capital Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Coastwise Capital Group sold 33,205 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $701K.
  • Coastwise Capital Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2022 and held it in 11 quarters.
  • Coastwise Capital Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $803K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Coastwise Capital Group's 13F filing for Q4 2024, filed 23 Jan 2025.