IWM
BSCO

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

IHT 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
-10,550
Closed -$223K – 1230
2024
Q3 		$223K Sell
10,550
-1,358
-11% -$28.7K 0.01% 1048
2024
Q2 		$251K Sell
11,908
-13,228
-53% -$278K 0.01% 864
2024
Q1 		$527K Sell
25,136
-14,263
-36% -$299K 0.02% 616
2023
Q4 		$823K Buy
39,399
+3,343
+9% +$69.5K 0.04% 438
2023
Q3 		$745K Buy
36,056
+2,995
+9% +$61.8K 0.04% 426
2023
Q2 		$680K Buy
+33,061
New +$681K 0.04% 445

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

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

IHT Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 10,550 shares — an estimated $223K sold.

IHT Wealth Management first reported a position in BSCO in Q2 2023 and held it in 6 quarters. The position peaked at $823K in Q4 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • IHT Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 10,550 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $223K.
  • IHT Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2023 and held it in 6 quarters.
  • IHT Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $823K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.