MWM
BSCO

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

Mission Wealth Management’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
-13,311
Closed -$281K – 730
2024
Q3 		$281K Buy
+13,311
New +$281K 0.01% 557
2023
Q4 		– Sell
-50,270
Closed -$1.04M – 607
2023
Q3 		$1.04M Hold
50,270
– – 0.04% 215
2023
Q2 		$1.03M Hold
50,270
– – 0.04% 209
2023
Q1 		$1.04M Buy
+50,270
New +$1.03M 0.04% 211

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 $419M AUM 19.95% 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

Mission Wealth Management's BSCO Position: Q4 2024 in Review

Mission Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 13,311 shares — an estimated $281K sold.

Mission Wealth Management first reported a position in BSCO in Q1 2023 and held it in 4 quarters. The position peaked at $1.04M in Q3 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Mission Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Mission Wealth Management sold 13,311 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $281K.
  • Mission Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2023 and held it in 4 quarters.
  • Mission Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.04M in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Mission Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.