QWM
BSCO

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

Quadcap 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
-10,133
Closed -$214K – 423
2024
Q3 		$214K Sell
10,133
-1,883
-16% -$39.7K 0.03% 354
2024
Q2 		$253K Sell
12,016
-1,577
-12% -$33.2K 0.05% 331
2024
Q1 		$285K Sell
13,593
-1,973
-13% -$41.3K 0.06% 273
2023
Q4 		$325K Buy
+15,566
New +$323K 0.08% 260

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

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

Quadcap Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 10,133 shares — an estimated $214K sold.

Quadcap Wealth Management first reported a position in BSCO in Q4 2023 and held it in 4 quarters. The position peaked at $325K in Q4 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Quadcap Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Quadcap Wealth Management sold 10,133 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $214K.
  • Quadcap Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Quadcap Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $325K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Quadcap Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.