GM
BSCO

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

GeoWealth 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
-417
Closed -$8.81K – 1902
2024
Q3 		$8.81K Buy
+417
New +$8.8K ﹤0.01% 1387
2023
Q2 		– Sell
-17,158
Closed -$354K – 484
2023
Q1 		$354K Sell
17,158
-149,787
-90% -$3.08M 0.04% 161
2022
Q4 		$3.42M Sell
166,945
-2,361
-1% -$48.2K 0.36% 59
2022
Q3 		$3.45M Sell
169,306
-20,158
-11% -$417K 0.38% 56
2022
Q2 		$3.93M Buy
189,464
+38,796
+26% +$810K 0.53% 46
2022
Q1 		$3.17M Buy
+150,668
New +$3.23M 0.28% 85

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

GeoWealth Management's BSCO Position: Q4 2024 in Review

GeoWealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 417 shares — an estimated $8.81K sold.

GeoWealth Management first reported a position in BSCO in Q1 2022 and held it in 6 quarters. The position peaked at $3.93M in Q2 2022. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • GeoWealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 417 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $8.81K.
  • GeoWealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2022 and held it in 6 quarters.
  • GeoWealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $3.93M in Q2 2022.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.