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
2020 Q4	–	Sell	-30,607	Closed	-$679K	–	529
2020 Q3	$679K	Buy	+30,607	New	+$681K	0.17%	104

Other funds holding BSCO

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.