EWM
BSCO

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

Empirical 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
-139,957
Closed -$2.96M – 630
2024
Q3 		$2.96M Buy
139,957
+2,658
+2% +$56.1K 0.08% 158
2024
Q2 		$2.89M Buy
137,299
+21,117
+18% +$444K 0.09% 143
2024
Q1 		$2.44M Sell
116,182
-5,138
-4% -$108K 0.07% 159
2023
Q4 		$2.53M Buy
121,320
+1,257
+1% +$26.1K 0.08% 146
2023
Q3 		$2.48M Buy
120,063
+243
+0.2% +$5.02K 0.1% 135
2023
Q2 		$2.46M Sell
119,820
-3,540
-3% -$72.9K 0.1% 134
2023
Q1 		$2.54M Buy
123,360
+20,090
+19% +$413K 0.11% 121
2022
Q4 		$2.12M Sell
103,270
-4,496
-4% -$91.9K 0.1% 129
2022
Q3 		$2.2M Sell
107,766
-927
-0.9% -$19.2K 0.12% 121
2022
Q2 		$2.25M Buy
108,693
+3,522
+3% +$73.5K 0.12% 118
2022
Q1 		$2.22M Sell
105,171
-1,640
-2% -$35.1K 0.11% 122
2021
Q4 		$2.33M Buy
106,811
+10,702
+11% +$235K 0.12% 114
2021
Q3 		$2.13M Buy
96,109
+1,213
+1% +$26.9K 0.12% 113
2021
Q2 		$2.11M Buy
94,896
+15,425
+19% +$343K 0.13% 111
2021
Q1 		$1.76M Sell
79,471
-14,489
-15% -$323K 0.14% 111
2020
Q4 		$2.1M Buy
93,960
+4,300
+5% +$95.7K 0.16% 91
2020
Q3 		$1.99M Buy
89,660
+459
+0.5% +$10.2K 0.17% 88
2020
Q2 		$1.97M Sell
89,201
-4,307
-5% -$93.1K 0.18% 79
2020
Q1 		$1.93M Buy
93,508
+8,154
+10% +$173K 0.21% 71
2019
Q4 		$1.83M Buy
85,354
+3,221
+4% +$69K 0.2% 78
2019
Q3 		$1.76M Buy
82,133
+686
+0.8% +$14.6K 0.21% 75
2019
Q2 		$1.73M Sell
81,447
-2,318
-3% -$48.4K 0.23% 71
2019
Q1 		$1.74M Buy
83,765
+1,232
+1% +$25.1K 0.25% 58
2018
Q4 		$1.65M Buy
82,533
+10,634
+15% +$212K 0.28% 51
2018
Q3 		$1.45M Buy
71,899
+12,445
+21% +$251K 0.26% 52
2018
Q2 		$1.19M Buy
59,454
+913
+2% +$18.3K 0.22% 59
2018
Q1 		$1.19M Buy
+58,541
New +$1.2M 0.23% 56

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

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

Empirical Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 139,957 shares — an estimated $2.96M sold.

Empirical Wealth Management first reported a position in BSCO in Q1 2018 and held it in 27 quarters. The position peaked at $2.96M in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Empirical Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Empirical Wealth Management sold 139,957 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $2.96M.
  • Empirical Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2018 and held it in 27 quarters.
  • Empirical Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $2.96M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Empirical Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.