HWM
BSCO

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

Horizons 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
-150,232
Closed -$3.17M – 176
2024
Q3 		$3.17M Sell
150,232
-4,435
-3% -$93.6K 2.44% 14
2024
Q2 		$3.27M Sell
154,667
-99,606
-39% -$2.09M 2.58% 12
2024
Q1 		$5.31M Hold
254,273
– – 3.48% 9
2023
Q4 		$5.31M Buy
254,273
+47,675
+23% +$990K 3.48% 9
2023
Q3 		$4.27M Buy
206,598
+4,172
+2% +$86.1K 3.11% 9
2023
Q2 		$4.16M Buy
202,426
+3,140
+2% +$64.7K 2.95% 10
2023
Q1 		$4.1M Buy
199,286
+23,265
+13% +$478K 3.01% 10
2022
Q4 		$3.61M Buy
176,021
+12,177
+7% +$249K 2.88% 10
2022
Q3 		$3.34M Buy
163,844
+821
+0.5% +$17K 3.08% 12
2022
Q2 		$3.39M Buy
+163,023
New +$3.4M 2.77% 12

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

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

Horizons Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 150,232 shares — an estimated $3.17M sold.

Horizons Wealth Management first reported a position in BSCO in Q2 2022 and held it in 10 quarters. The position peaked at $5.31M in Q1 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Horizons Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Horizons Wealth Management sold 150,232 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $3.17M.
  • Horizons Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2022 and held it in 10 quarters.
  • Horizons Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $5.31M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Horizons Wealth Management's 13F filing for Q4 2024, filed 7 Jan 2025.