GWANC
BSCO

Guardian Wealth Advisors (North Carolina)’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-102,783
Closed -$2.17M – 541
2024
Q3 		$2.17M Buy
102,783
+1,241
+1% +$26.2K 0.23% 59
2024
Q2 		$2.14M Buy
101,542
+4,899
+5% +$103K 0.25% 55
2024
Q1 		$2.03M Sell
96,643
-1,115
-1% -$23.3K 0.25% 58
2023
Q4 		$2.04M Buy
+97,758
New +$2.03M 0.31% 50

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

Guardian Wealth Advisors (North Carolina)'s BSCO Position: Q4 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 102,783 shares — an estimated $2.17M sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BSCO in Q4 2023 and held it in 4 quarters. The position peaked at $2.17M in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 102,783 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $2.17M.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Invesco BulletShares 2024 Corporate Bond ETF position peaked at $2.17M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Feb 2025.