SWM
BSCO

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

Sculati 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
-54,293
Closed -$1.15M – 113
2024
Q3 		$1.15M Sell
54,293
-205
-0.4% -$4.33K 0.46% 59
2024
Q2 		$1.15M Sell
54,498
-807
-1% -$17K 0.49% 55
2024
Q1 		$1.16M Buy
55,305
+5,049
+10% +$106K 0.5% 56
2023
Q4 		$1.05M Buy
50,256
+3,740
+8% +$77.7K 0.49% 60
2023
Q3 		$961K Buy
46,516
+6,494
+16% +$134K 0.49% 62
2023
Q2 		$823K Sell
40,022
-421
-1% -$8.67K 0.41% 65
2023
Q1 		$833K Buy
40,443
+21,845
+117% +$449K 0.44% 65
2022
Q4 		$381K Sell
18,598
-2,495
-12% -$51K 0.21% 79
2022
Q3 		$430K Buy
21,093
+1,105
+6% +$22.9K 0.25% 81
2022
Q2 		$415K Buy
19,988
+4,216
+27% +$88K 0.24% 85
2022
Q1 		$332K Buy
15,772
+4,484
+40% +$96K 0.16% 93
2021
Q4 		$246K Buy
+11,288
New +$247K 0.12% 102
2021
Q1 		– Sell
-20,743
Closed -$464K – 122
2020
Q4 		$464K Buy
20,743
+1,124
+6% +$25K 0.3% 73
2020
Q3 		$435K Buy
19,619
+9,219
+89% +$205K 0.33% 72
2020
Q2 		$229K Sell
10,400
-455
-4% -$9.84K 0.19% 89
2020
Q1 		$224K Buy
+10,855
New +$230K 0.25% 84

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

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

Sculati Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 54,293 shares — an estimated $1.15M sold.

Sculati Wealth Management first reported a position in BSCO in Q1 2020 and held it in 16 quarters. The position peaked at $1.16M in Q1 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Sculati Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sculati Wealth Management sold 54,293 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $1.15M.
  • Sculati Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2020 and held it in 16 quarters.
  • Sculati Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.16M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Sculati Wealth Management's 13F filing for Q4 2024, filed 5 Feb 2025.