IWA
BSCO

Invera Wealth Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Invera Wealth Advisors’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
-10,606
Closed -$224K – 48
2024
Q3 		$224K Sell
10,606
-570
-5% -$12K 0.22% 44
2024
Q2 		$236K Sell
11,176
-831
-7% -$17.5K 0.24% 44
2024
Q1 		$252K Sell
12,007
-20
-0.2% -$419 0.21% 61
2023
Q4 		$251K Buy
+12,027
New +$250K 0.16% 90

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 $451M AUM 13.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Invera Wealth Advisors's BSCO Position: Q4 2024 in Review

Invera Wealth Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 10,606 shares — an estimated $224K sold.

Invera Wealth Advisors first reported a position in BSCO in Q4 2023 and held it in 4 quarters. The position peaked at $252K in Q1 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Invera Wealth Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Invera Wealth Advisors sold 10,606 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $224K.
  • Invera Wealth Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Invera Wealth Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $252K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Invera Wealth Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.