SWM
BSCO

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

Silverlake 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
-93,319
Closed -$1.97M – 291
2024
Q3 		$1.97M Sell
93,319
-6,799
-7% -$143K 0.75% 36
2024
Q2 		$2.11M Buy
100,118
+5,585
+6% +$117K 0.86% 23
2024
Q1 		$1.98M Buy
94,533
+10,696
+13% +$224K 1.01% 19
2023
Q4 		$1.75M Buy
83,837
+17,818
+27% +$370K 0.97% 21
2023
Q3 		$1.36M Sell
66,019
-164
-0.2% -$3.39K 0.77% 29
2023
Q2 		$1.36M Buy
66,183
+1
+0% +$21 0.76% 28
2023
Q1 		$1.36M Buy
66,182
+1,007
+2% +$20.7K 0.83% 29
2022
Q4 		$1.34M Sell
65,175
-170
-0.3% -$3.47K 0.83% 29
2022
Q3 		$1.33M Buy
65,345
+2,708
+4% +$56.1K 0.9% 24
2022
Q2 		$1.3M Buy
62,637
+2,545
+4% +$53.1K 0.85% 27
2022
Q1 		$1.27M Buy
60,092
+2,486
+4% +$53.2K 0.72% 36
2021
Q4 		$1.26M Buy
+57,606
New +$1.26M 0.68% 39

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

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

Silverlake Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 93,319 shares — an estimated $1.97M sold.

Silverlake Wealth Management first reported a position in BSCO in Q4 2021 and held it in 12 quarters. The position peaked at $2.11M in Q2 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Silverlake Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Silverlake Wealth Management sold 93,319 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $1.97M.
  • Silverlake Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
  • Silverlake Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $2.11M in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Silverlake Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.