LWA
BSCO

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

Ledgewood 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
-265,849
Closed -$5.61M – 73
2024
Q3 		$5.61M Buy
265,849
+22,212
+9% +$469K 3.78% 8
2024
Q2 		$5.13M Buy
243,637
+19,293
+9% +$406K 4.42% 8
2024
Q1 		$4.7M Buy
224,344
+60,463
+37% +$1.27M 4.37% 8
2023
Q4 		$3.42M Buy
+163,881
New +$3.4M 3.16% 10

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

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

Ledgewood Wealth Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 265,849 shares — an estimated $5.61M sold.

Ledgewood Wealth Advisors first reported a position in BSCO in Q4 2023 and held it in 4 quarters. The position peaked at $5.61M in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Ledgewood Wealth Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Ledgewood Wealth Advisors sold 265,849 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $5.61M.
  • Ledgewood Wealth Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Ledgewood Wealth Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $5.61M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Ledgewood Wealth Advisors's 13F filing for Q4 2024, filed 10 Apr 2025.