LW
BSCO

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

Linscomb Wealth’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
-10,932
Closed -$231K – 299
2024
Q3 		$231K Buy
10,932
+13
+0.1% +$274 0.01% 278
2024
Q2 		$230K Sell
10,919
-2,153
-16% -$45.3K 0.01% 274
2024
Q1 		$274K Buy
13,072
+10
+0.1% +$209 0.01% 253
2023
Q4 		$273K Sell
13,062
-2,169
-14% -$45.1K 0.02% 253
2023
Q3 		$315K Buy
15,231
+9
+0.1% +$186 0.02% 235
2023
Q2 		$313K Buy
15,222
+8
+0.1% +$165 0.02% 244
2023
Q1 		$313K Sell
15,214
-1,157
-7% -$23.8K 0.02% 250
2022
Q4 		$335K Sell
16,371
-3,456
-17% -$70.6K 0.02% 264
2022
Q3 		$404K Sell
19,827
-455
-2% -$9.42K 0.02% 215
2022
Q2 		$421K Buy
20,282
+5
+0% +$104 0.02% 217
2022
Q1 		$427K Buy
20,277
+7
+0% +$150 0.02% 247
2021
Q4 		$443K Sell
20,270
-889
-4% -$19.5K 0.02% 239
2021
Q3 		$468K Buy
21,159
+5
+0% +$111 0.02% 231
2021
Q2 		$469K Sell
21,154
-1,254
-6% -$27.9K 0.02% 224
2021
Q1 		$497K Buy
22,408
+5
+0% +$111 0.03% 210
2020
Q4 		$502K Buy
22,403
+6
+0% +$134 0.03% 201
2020
Q3 		$497K Buy
22,397
+7
+0% +$156 0.03% 193
2020
Q2 		$493K Sell
22,390
-3,376
-13% -$73K 0.04% 194
2020
Q1 		$532K Sell
25,766
-1,242
-5% -$26.4K 0.05% 240
2019
Q4 		$580K Buy
27,008
+8
+0% +$171 0.04% 306
2019
Q3 		$579K Sell
27,000
-842
-3% -$18K 0.05% 170
2019
Q2 		$592K Buy
27,842
+8
+0% +$167 0.05% 168
2019
Q1 		$577K Buy
27,834
+10
+0% +$204 0.05% 165
2018
Q4 		$556K Sell
27,824
-822
-3% -$16.4K 0.05% 158
2018
Q3 		$576K Sell
28,646
-488
-2% -$9.83K 0.05% 169
2018
Q2 		$585K Sell
29,134
-1,553
-5% -$31.2K 0.05% 162
2018
Q1 		$622K Buy
30,687
+12
+0% +$246 0.05% 152
2017
Q4 		$641K Buy
30,675
+10
+0% +$210 0.05% 154
2017
Q3 		$643K Buy
30,665
+11
+0% +$231 0.06% 147
2017
Q2 		$639K Buy
30,654
+11
+0% +$229 0.06% 145
2017
Q1 		$630K Buy
30,643
+13
+0% +$266 0.06% 146
2016
Q4 		$626K Sell
30,630
-1,590
-5% -$32.9K 0.06% 149
2016
Q3 		$688K Buy
32,220
+11
+0% +$234 0.07% 134
2016
Q2 		$684K Buy
32,209
+11
+0% +$229 0.07% 131
2016
Q1 		$664K Sell
32,198
-983
-3% -$19.7K 0.07% 134
2015
Q4 		$656K Buy
33,181
+3
+0% +$60 0.07% 130
2015
Q3 		$667K Buy
33,178
+994
+3% +$19.8K 0.08% 127
2015
Q2 		$643K Buy
32,184
+1,253
+4% +$25.7K 0.07% 140
2015
Q1 		$646K Buy
+30,931
New +$645K 0.07% 146

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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