LWA
BSCO

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

Lineweaver 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
-9,928
Closed -$210K – 141
2024
Q3 		$210K Buy
9,928
+44
+0.4% +$929 0.04% 121
2024
Q2 		$208K Sell
9,884
-1,175
-11% -$24.7K 0.04% 123
2024
Q1 		$232K Buy
11,059
+36
+0.3% +$754 0.06% 118
2023
Q4 		$230K Sell
11,023
-2,719
-20% -$56.5K 0.06% 122
2023
Q3 		$284K Sell
13,742
-1,597
-10% -$33K 0.08% 119
2023
Q2 		$316K Buy
15,339
+562
+4% +$11.6K 0.09% 101
2023
Q1 		$304K Buy
14,777
+44
+0.3% +$904 0.09% 107
2022
Q4 		$302K Buy
14,733
+39
+0.3% +$797 0.09% 106
2022
Q3 		$299K Buy
14,694
+36
+0.2% +$745 0.1% 105
2022
Q2 		$304K Sell
14,658
-1,630
-10% -$34K 0.1% 104
2022
Q1 		$343K Buy
16,288
+31
+0.2% +$664 0.1% 109
2021
Q4 		$354K Sell
16,257
-2,114
-12% -$46.3K 0.1% 104
2021
Q3 		$406K Buy
18,371
+43
+0.2% +$953 0.12% 92
2021
Q2 		$406K Buy
18,328
+45
+0.2% +$1K 0.13% 78
2021
Q1 		$405K Buy
18,283
+50
+0.3% +$1.11K 0.14% 72
2020
Q4 		$408K Sell
18,233
-840
-4% -$18.7K 0.16% 59
2020
Q3 		$423K Buy
19,073
+50
+0.3% +$1.11K 0.19% 57
2020
Q2 		$419K Sell
19,023
-670
-3% -$14.5K 0.21% 50
2020
Q1 		$406K Buy
19,693
+98
+0.5% +$2.08K 0.26% 44
2019
Q4 		$420K Buy
+19,595
New +$420K 0.24% 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 $20.6B AUM 34.61% 1-Year Est. Return

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

Lineweaver Wealth Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 9,928 shares — an estimated $210K sold.

Lineweaver Wealth Advisors first reported a position in BSCO in Q4 2019 and held it in 20 quarters. The position peaked at $423K in Q3 2020. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Lineweaver Wealth Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 9,928 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $210K.
  • Lineweaver Wealth Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2019 and held it in 20 quarters.
  • Lineweaver Wealth Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $423K in Q3 2020.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.