RWP
BSCO

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

Revolve Wealth Partners’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
-22,165
Closed -$468K – 233
2024
Q3 		$468K Sell
22,165
-8,497
-28% -$179K 0.07% 121
2024
Q2 		$646K Sell
30,662
-309
-1% -$6.5K 0.11% 88
2024
Q1 		$649K Hold
30,971
– – 0.11% 88
2023
Q4 		$647K Sell
30,971
-70
-0.2% -$1.45K 0.13% 76
2023
Q3 		$642K Hold
31,041
– – 0.15% 75
2023
Q2 		$639K Hold
31,041
– – 0.15% 71
2023
Q1 		$639K Buy
31,041
+7,380
+31% +$152K 0.16% 72
2022
Q4 		$485K Buy
+23,661
New +$483K 0.14% 77
2022
Q3 		– Sell
-11,463
Closed -$238K – 143
2022
Q2 		$238K Buy
11,463
+33
+0.3% +$689 0.08% 115
2022
Q1 		$241K Sell
11,430
-651
-5% -$13.9K 0.07% 122
2021
Q4 		$264K Buy
+12,081
New +$265K 0.08% 120

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