EW
BSCO

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

Evexia Wealth’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
-82,746
Closed -$1.75M – 80
2024
Q3 		$1.75M Buy
82,746
+11,812
+17% +$249K 0.62% 40
2024
Q2 		$1.49M Sell
70,934
-1,301
-2% -$27.4K 0.56% 36
2024
Q1 		$1.52M Buy
72,235
+6,465
+10% +$135K 0.62% 34
2023
Q4 		$1.38M Sell
65,770
-34,066
-34% -$708K 0.58% 36
2023
Q3 		$2.07M Buy
99,836
+7,980
+9% +$165K 1.05% 33
2023
Q2 		$1.89M Buy
+91,856
New +$1.89M 0.91% 33

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Evexia Wealth's BSCO Position: Q4 2024 in Review

Evexia Wealth sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 82,746 shares — an estimated $1.75M sold.

Evexia Wealth first reported a position in BSCO in Q2 2023 and held it in 6 quarters. The position peaked at $2.07M in Q3 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Evexia Wealth reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Evexia Wealth sold 82,746 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $1.75M.
  • Evexia Wealth first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2023 and held it in 6 quarters.
  • Evexia Wealth's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $2.07M in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

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