LWMM
BSCO

Legacy Wealth Management (Mississippi)’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Legacy Wealth Management (Mississippi)’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
-11,375
Closed -$240K – 102
2024
Q3 		$240K Buy
+11,375
New +$240K 0.09% 91

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

Legacy Wealth Management (Mississippi)'s BSCO Position: Q4 2024 in Review

Legacy Wealth Management (Mississippi) sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 11,375 shares — an estimated $240K sold.

Legacy Wealth Management (Mississippi) first reported a position in BSCO in Q3 2024 and held it in 1 quarter. The position peaked at $240K in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Legacy Wealth Management (Mississippi) reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 11,375 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $240K.
  • Legacy Wealth Management (Mississippi) first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s Invesco BulletShares 2024 Corporate Bond ETF position peaked at $240K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q4 2024, filed 6 Jan 2025.