GWAG
BSCO

Garrett Wealth Advisory Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Garrett Wealth Advisory Group’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
-18,397
Closed -$389K – 108
2024
Q3 		$389K Hold
18,397
– – 0.1% 65
2024
Q2 		$387K Hold
18,397
– – 0.14% 58
2024
Q1 		$386K Buy
18,397
+322
+2% +$6.74K 0.16% 43
2023
Q4 		$377K Hold
18,075
– – 0.16% 37
2023
Q3 		$374K Hold
18,075
– – 0.17% 35
2023
Q2 		$372K Buy
+18,075
New +$372K 0.16% 37

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

Garrett Wealth Advisory Group's BSCO Position: Q4 2024 in Review

Garrett Wealth Advisory Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 18,397 shares — an estimated $389K sold.

Garrett Wealth Advisory Group first reported a position in BSCO in Q2 2023 and held it in 6 quarters. The position peaked at $389K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Garrett Wealth Advisory Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 18,397 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $389K.
  • Garrett Wealth Advisory Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2023 and held it in 6 quarters.
  • Garrett Wealth Advisory Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $389K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2024, filed 6 Feb 2025.