CWS
BSCO

Cypress Wealth Services’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Cypress Wealth Services’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
-44,597
Closed -$942K – 308
2024
Q3 		$942K Buy
44,597
+4,017
+10% +$84.8K 0.19% 90
2024
Q2 		$855K Sell
40,580
-1,883
-4% -$39.6K 0.19% 88
2024
Q1 		$890K Buy
42,463
+254
+0.6% +$5.32K 0.21% 86
2023
Q4 		$882K Sell
42,209
-1,056
-2% -$21.9K 0.22% 82
2023
Q3 		$894K Sell
43,265
-738
-2% -$15.2K 0.25% 78
2023
Q2 		$908K Buy
44,003
+16,276
+59% +$335K 0.24% 83
2023
Q1 		$571K Buy
27,727
+1,094
+4% +$22.5K 0.17% 105
2022
Q4 		$546K Hold
26,633
– – 0.18% 107
2022
Q3 		$543K Sell
26,633
-56
-0.2% -$1.16K 0.18% 104
2022
Q2 		$554K Sell
26,689
-232
-0.9% -$4.84K 0.18% 103
2022
Q1 		$567K Sell
26,921
-150
-0.6% -$3.21K 0.15% 108
2021
Q4 		$591K Buy
27,071
+516
+2% +$11.3K 0.16% 99
2021
Q3 		$587K Buy
26,555
+3,925
+17% +$87K 0.18% 90
2021
Q2 		$502K Sell
22,630
-4,281
-16% -$95.1K 0.14% 127
2021
Q1 		$597K Buy
26,911
+379
+1% +$8.45K 0.12% 132
2020
Q4 		$594K Buy
+26,532
New +$591K 0.13% 121
2020
Q3 		– Sell
-30,911
Closed -$687K – 514
2020
Q2 		$681K Buy
+30,911
New +$668K 0.16% 117

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

Cypress Wealth Services's BSCO Position: Q4 2024 in Review

Cypress Wealth Services sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 44,597 shares — an estimated $942K sold.

Cypress Wealth Services first reported a position in BSCO in Q2 2020 and held it in 17 quarters. The position peaked at $942K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Cypress Wealth Services reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cypress Wealth Services sold 44,597 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $942K.
  • Cypress Wealth Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2020 and held it in 17 quarters.
  • Cypress Wealth Services's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $942K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Cypress Wealth Services's 13F filing for Q4 2024, filed 15 Jan 2025.