CWA
BSCO

Continuum Wealth Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Continuum Wealth Advisors’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
-60,457
Closed -$1.28M – 62
2024
Q3 		$1.28M Buy
60,457
+6,524
+12% +$138K 0.69% 19
2024
Q2 		$1.14M Sell
53,933
-3,383
-6% -$71.2K 0.6% 17
2024
Q1 		$1.2M Buy
57,316
+9
+0% +$188 0.68% 18
2023
Q4 		$1.2M Buy
57,307
+3,321
+6% +$69K 0.78% 17
2023
Q3 		$1.12M Buy
53,986
+29,932
+124% +$618K 0.79% 18
2023
Q2 		$495K Buy
24,054
+3,500
+17% +$72.1K 0.35% 24
2023
Q1 		$423K Hold
20,554
– – 0.35% 20
2022
Q4 		$421K Buy
+20,554
New +$420K 0.42% 25

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 $478M AUM 21.36% 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 $20.6B AUM 34.61% 1-Year Est. Return

Continuum Wealth Advisors's BSCO Position: Q4 2024 in Review

Continuum Wealth Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 60,457 shares — an estimated $1.28M sold.

Continuum Wealth Advisors first reported a position in BSCO in Q4 2022 and held it in 8 quarters. The position peaked at $1.28M in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Continuum Wealth Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Continuum Wealth Advisors sold 60,457 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $1.28M.
  • Continuum Wealth Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
  • Continuum Wealth Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.28M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Continuum Wealth Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.