GSEP
BSCO

Golden State Equity Partners’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Golden State Equity Partners’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
-3,529
Closed -$74.5K – 918
2024
Q3 		$74.5K Buy
+3,529
New +$74.5K 0.04% 322
2023
Q4 		– Sell
-11,491
Closed -$238K – 382
2023
Q3 		$238K Sell
11,491
-2,413
-17% -$49.8K 0.07% 291
2023
Q2 		$286K Sell
13,904
-558
-4% -$11.5K 0.08% 286
2023
Q1 		$298K Buy
+14,462
New +$297K 0.16% 148
2022
Q1 		$240K Buy
11,411
+1,038
+10% +$22.2K 0.12% 166
2021
Q4 		$226K Buy
+10,373
New +$227K 0.11% 152

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 $478M AUM 21.36% 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

Golden State Equity Partners's BSCO Position: Q4 2024 in Review

Golden State Equity Partners sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 3,529 shares — an estimated $74.5K sold.

Golden State Equity Partners first reported a position in BSCO in Q4 2021 and held it in 6 quarters. The position peaked at $298K in Q1 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Golden State Equity Partners reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 3,529 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $74.5K.
  • Golden State Equity Partners first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
  • Golden State Equity Partners's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $298K in Q1 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.