LWL
BSCO

Leo Wealth LLC’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Leo Wealth LLC’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
-61,233
Closed -$1.29M – 386
2024
Q3 		$1.29M Hold
61,233
– – 0.12% 133
2024
Q2 		$1.29M Hold
61,233
– – 0.13% 121
2024
Q1 		$1.28M Hold
61,233
– – 0.13% 124
2023
Q4 		$1.28M Buy
+61,233
New +$1.27M 0.13% 119

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

Leo Wealth LLC's BSCO Position: Q4 2024 in Review

Leo Wealth LLC sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 61,233 shares — an estimated $1.29M sold.

Leo Wealth LLC first reported a position in BSCO in Q4 2023 and held it in 4 quarters. The position peaked at $1.29M in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Leo Wealth LLC reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 61,233 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $1.29M.
  • Leo Wealth LLC first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Leo Wealth LLC's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.29M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Leo Wealth LLC's 13F filing for Q4 2024, filed 28 Jan 2025.