FWA
BSCO

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

FOCUS Wealth Advisors’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
-10,897
Closed -$230K – 65
2024
Q3 		$230K Hold
10,897
– – 0.11% 59
2024
Q2 		$229K Hold
10,897
– – 0.12% 58
2024
Q1 		$229K Hold
10,897
– – 0.12% 55
2023
Q4 		$228K Hold
10,897
– – 0.14% 53
2023
Q3 		$225K Hold
10,897
– – 0.16% 58
2023
Q2 		$224K Hold
10,897
– – 0.15% 53
2023
Q1 		$224K Buy
+10,897
New +$224K 0.15% 59

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

FOCUS Wealth Advisors's BSCO Position: Q4 2024 in Review

FOCUS Wealth Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 10,897 shares — an estimated $230K sold.

FOCUS Wealth Advisors first reported a position in BSCO in Q1 2023 and held it in 7 quarters. The position peaked at $230K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • FOCUS Wealth Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • FOCUS Wealth Advisors sold 10,897 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $230K.
  • FOCUS Wealth Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
  • FOCUS Wealth Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $230K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on FOCUS Wealth Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.