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 0.12% 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 $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

Revolve Wealth Partners's BSCO Position: Q4 2024 in Review

Revolve Wealth Partners sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 22,165 shares — an estimated $468K sold.

Revolve Wealth Partners first reported a position in BSCO in Q4 2021 and held it in 11 quarters. The position peaked at $649K in Q1 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Revolve Wealth Partners reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Revolve Wealth Partners sold 22,165 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $468K.
  • Revolve Wealth Partners first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2021 and held it in 11 quarters.
  • Revolve Wealth Partners's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $649K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Revolve Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.