JWCA
BSCO

J.W. Cole Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

J.W. Cole 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
-66,678
Closed -$1.41M – 1007
2024
Q3 		$1.41M Buy
66,678
+14,762
+28% +$312K 0.06% 318
2024
Q2 		$1.09M Sell
51,916
-1,876
-3% -$39.5K 0.05% 335
2024
Q1 		$1.13M Sell
53,792
-2,333
-4% -$48.8K 0.06% 322
2023
Q4 		$1.17M Buy
56,125
+4,897
+10% +$102K 0.07% 283
2023
Q3 		$1.06M Buy
51,228
+4,280
+9% +$88.4K 0.08% 248
2023
Q2 		$966K Buy
46,948
+4,473
+11% +$92.2K 0.07% 274
2023
Q1 		$875K Sell
42,475
-2,111
-5% -$43.4K 0.06% 316
2022
Q4 		$913K Buy
44,586
+6,802
+18% +$139K 0.07% 282
2022
Q3 		$770K Sell
37,784
-6,737
-15% -$139K 0.06% 306
2022
Q2 		$923K Buy
44,521
+23,136
+108% +$483K 0.07% 276
2022
Q1 		$451K Buy
21,385
+2,142
+11% +$45.9K 0.03% 488
2021
Q4 		$420K Buy
+19,243
New +$422K 0.03% 531
2021
Q3 		– Sell
-18,289
Closed -$406K – 814
2021
Q2 		$406K Buy
+18,289
New +$406K 0.03% 494

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

J.W. Cole Advisors's BSCO Position: Q4 2024 in Review

J.W. Cole Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 66,678 shares — an estimated $1.41M sold.

J.W. Cole Advisors first reported a position in BSCO in Q2 2021 and held it in 13 quarters. The position peaked at $1.41M in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • J.W. Cole Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • J.W. Cole Advisors sold 66,678 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $1.41M.
  • J.W. Cole Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2021 and held it in 13 quarters.
  • J.W. Cole Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.41M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on J.W. Cole Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.