SFWC
BSCO

Strategic Family Wealth Counselors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Strategic Family Wealth Counselors’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
-200,816
Closed -$4.24M – 148
2024
Q3 		$4.24M Buy
200,816
+50
+0% +$1.05K 1.48% 24
2024
Q2 		$4.23M Sell
200,766
-7,481
-4% -$157K 1.61% 22
2024
Q1 		$4.37M Buy
208,247
+10,954
+6% +$229K 1.73% 22
2023
Q4 		$4.12M Sell
197,293
-1,147
-0.6% -$23.8K 1.73% 21
2023
Q3 		$4.1M Buy
198,440
+775
+0.4% +$16K 1.97% 21
2023
Q2 		$4.07M Buy
197,665
+781
+0.4% +$16.1K 1.87% 21
2023
Q1 		$4.05M Buy
196,884
+19,555
+11% +$402K 1.92% 20
2022
Q4 		$3.63M Sell
177,329
-13,392
-7% -$274K 1.8% 21
2022
Q3 		$3.89M Buy
190,721
+2,814
+1% +$58.3K 1.91% 20
2022
Q2 		$3.9M Buy
187,907
+985
+0.5% +$20.6K 1.87% 21
2022
Q1 		$3.94M Buy
186,922
+28,257
+18% +$605K 1.59% 24
2021
Q4 		$3.46M Buy
158,665
+111,935
+240% +$2.45M 1.11% 27
2021
Q3 		$1.03M Hold
46,730
– – 0.35% 37
2021
Q2 		$1.04M Buy
46,730
+2,446
+6% +$54.4K 0.34% 37
2021
Q1 		$982K Buy
44,284
+6,342
+17% +$141K 0.37% 37
2020
Q4 		$850K Buy
37,942
+2,282
+6% +$50.8K 0.44% 39
2020
Q3 		$791K Buy
35,660
+2,475
+7% +$55K 0.44% 40
2020
Q2 		$731K Buy
33,185
+13,675
+70% +$296K 0.46% 41
2020
Q1 		$403K Buy
+19,510
New +$414K 0.3% 46

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 $18.1B AUM 24.69% 1-Year Est. Return

Strategic Family Wealth Counselors's BSCO Position: Q4 2024 in Review

Strategic Family Wealth Counselors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 200,816 shares — an estimated $4.24M sold.

Strategic Family Wealth Counselors first reported a position in BSCO in Q1 2020 and held it in 19 quarters. The position peaked at $4.37M in Q1 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Strategic Family Wealth Counselors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 200,816 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $4.24M.
  • Strategic Family Wealth Counselors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2020 and held it in 19 quarters.
  • Strategic Family Wealth Counselors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $4.37M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Strategic Family Wealth Counselors's 13F filing for Q4 2024, filed 7 Feb 2025.