KWM
BSCO

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

Kaydan 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
-16,132
Closed -$341K – 111
2024
Q3 		$341K Buy
16,132
+2
+0% +$42 0.1% 80
2024
Q2 		$340K Buy
16,130
+1
+0% +$21 0.12% 73
2024
Q1 		$338K Hold
16,129
– – 0.12% 74
2023
Q4 		$337K Sell
16,129
-532
-3% -$11.1K 0.14% 74
2023
Q3 		$344K Sell
16,661
-289
-2% -$5.97K 0.14% 71
2023
Q2 		$349K Buy
16,950
+1
+0% +$21 0.15% 71
2023
Q1 		$349K Buy
16,949
+1,292
+8% +$26.6K 0.14% 67
2022
Q4 		$321K Sell
15,657
-3,385
-18% -$69.2K 0.13% 71
2022
Q3 		$388K Sell
19,042
-610
-3% -$12.6K 0.21% 57
2022
Q2 		$408K Sell
19,652
-36
-0.2% -$751 0.23% 56
2022
Q1 		$415K Sell
19,688
-1,179
-6% -$25.2K 0.18% 64
2021
Q4 		$456K Buy
+20,867
New +$457K 0.17% 61

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

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

Kaydan Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 16,132 shares — an estimated $341K sold.

Kaydan Wealth Management first reported a position in BSCO in Q4 2021 and held it in 12 quarters. The position peaked at $456K in Q4 2021. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Kaydan Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kaydan Wealth Management sold 16,132 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $341K.
  • Kaydan Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
  • Kaydan Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $456K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Kaydan Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.