EWM
BSCO

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

Edge 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
-47,772
Closed -$1.01M – 83
2024
Q3 		$1.01M Sell
47,772
-1,707
-3% -$36K 0.2% 34
2024
Q2 		$1.04M Sell
49,479
-27,194
-35% -$572K 0.22% 34
2024
Q1 		$1.61M Sell
76,673
-20,790
-21% -$435K 0.34% 31
2023
Q4 		$2.04M Sell
97,463
-30,778
-24% -$639K 0.45% 30
2023
Q3 		$2.65M Sell
128,241
-34,627
-21% -$715K 0.62% 30
2023
Q2 		$3.35M Sell
162,868
-93,550
-36% -$1.93M 0.73% 29
2023
Q1 		$5.28M Sell
256,418
-1,936
-0.7% -$39.8K 1.21% 25
2022
Q4 		$5.29M Sell
258,354
-69,800
-21% -$1.43M 1.23% 26
2022
Q3 		$6.71M Hold
328,154
– – 1.48% 27
2022
Q2 		$6.81M Sell
328,154
-49,045
-13% -$1.02M 1.47% 26
2022
Q1 		$7.95M Buy
377,199
+158,733
+73% +$3.4M 1.57% 25
2021
Q4 		$4.77M Buy
218,466
+60,034
+38% +$1.32M 0.87% 26
2021
Q3 		$3.5M Sell
158,432
-100
-0.1% -$2.22K 0.68% 32
2021
Q2 		$3.52M Buy
158,532
+1,915
+1% +$42.6K 0.72% 34
2021
Q1 		$3.47M Buy
156,617
+88,389
+130% +$1.97M 0.74% 36
2020
Q4 		$1.53M Buy
68,228
+56,628
+488% +$1.26M 0.35% 51
2020
Q3 		$257K Buy
11,600
+8,800
+314% +$196K 0.06% 96
2020
Q2 		$62K Hold
2,800
– – 0.01% 249
2020
Q1 		$58K Buy
+2,800
New +$59.4K 0.01% 225

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

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

Edge Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 47,772 shares — an estimated $1.01M sold.

Edge Wealth Management first reported a position in BSCO in Q1 2020 and held it in 19 quarters. The position peaked at $7.95M in Q1 2022. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Edge Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Edge Wealth Management sold 47,772 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $1.01M.
  • Edge Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2020 and held it in 19 quarters.
  • Edge Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $7.95M in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

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