LWANC
BSCO

Laurel Wealth Advisors (North Carolina)’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-46,640
Closed -$985K – 774
2024
Q3 		$985K Sell
46,640
-17,164
-27% -$362K 0.16% 108
2024
Q2 		$1.34M Sell
63,804
-20,276
-24% -$426K 0.23% 90
2024
Q1 		$1.76M Sell
84,080
-36,024
-30% -$754K 0.3% 76
2023
Q4 		$2.51M Sell
120,104
-3,084
-3% -$64.1K 0.48% 59
2023
Q3 		$2.55M Sell
123,188
-6,500
-5% -$134K 0.54% 56
2023
Q2 		$2.67M Sell
129,688
-4,266
-3% -$87.9K 0.53% 55
2023
Q1 		$2.76M Sell
133,954
-1,370
-1% -$28.2K 0.58% 51
2022
Q4 		$2.77M Buy
135,324
+470
+0.3% +$9.6K 0.63% 46
2022
Q3 		$2.75M Buy
134,854
+3,075
+2% +$63.7K 0.68% 42
2022
Q2 		$2.73M Buy
131,779
+5,770
+5% +$120K 0.66% 47
2022
Q1 		$2.65M Buy
126,009
+7,900
+7% +$169K 0.56% 53
2021
Q4 		$2.58M Buy
118,109
+8,450
+8% +$185K 0.53% 55
2021
Q3 		$2.42M Sell
109,659
-400
-0.4% -$8.87K 0.54% 54
2021
Q2 		$2.44M Buy
110,059
+3,200
+3% +$71.1K 0.53% 53
2021
Q1 		$2.37M Hold
106,859
– – 0.57% 52
2020
Q4 		$2.39M Buy
106,859
+450
+0.4% +$10K 0.62% 47
2020
Q3 		$2.36M Sell
106,409
-150
-0.1% -$3.33K 0.7% 45
2020
Q2 		$2.35M Sell
106,559
-1,000
-0.9% -$21.6K 0.77% 43
2020
Q1 		$2.22M Buy
107,559
+2,703
+3% +$57.4K 0.83% 38
2019
Q4 		$2.25M Buy
104,856
+1,758
+2% +$37.7K 0.71% 46
2019
Q3 		$2.21M Buy
103,098
+408
+0.4% +$8.71K 0.75% 40
2019
Q2 		$2.18M Sell
102,690
-2,541
-2% -$53.1K 0.77% 41
2019
Q1 		$2.18M Buy
105,231
+8,758
+9% +$178K 0.8% 38
2018
Q4 		$1.93M Buy
+96,473
New +$1.92M 0.77% 41

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 $478M AUM 21.36% 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

Laurel Wealth Advisors (North Carolina)'s BSCO Position: Q4 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 46,640 shares — an estimated $985K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BSCO in Q4 2018 and held it in 24 quarters. The position peaked at $2.77M in Q4 2022. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 46,640 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $985K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2018 and held it in 24 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Invesco BulletShares 2024 Corporate Bond ETF position peaked at $2.77M in Q4 2022.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Jan 2025.