HWM
BSCO

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

HB Wealth 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
-22,151
Closed -$468K – 1125
2024
Q3 		$468K Buy
+22,151
New +$468K 0.01% 606
2022
Q4 		– Sell
-23,609
Closed -$481K – 712
2022
Q3 		$481K Sell
23,609
-3,835
-14% -$79.4K 0.01% 341
2022
Q2 		$569K Buy
27,444
+12
+0% +$250 0.01% 321
2022
Q1 		$578K Buy
27,432
+11
+0% +$235 0.01% 324
2021
Q4 		$599K Buy
+27,421
New +$601K 0.01% 288

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

HB Wealth Management's BSCO Position: Q4 2024 in Review

HB Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 22,151 shares — an estimated $468K sold.

HB Wealth Management first reported a position in BSCO in Q4 2021 and held it in 5 quarters. The position peaked at $599K in Q4 2021. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • HB Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • HB Wealth Management sold 22,151 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $468K.
  • HB Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
  • HB Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $599K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on HB Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.