T
BSCO

Tidemark’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Tidemark’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
-3,543
Closed -$74.8K – 695
2024
Q3 		$74.8K Sell
3,543
-1,179
-25% -$24.9K 0.03% 185
2024
Q2 		$99.4K Sell
4,722
-18,565
-80% -$390K 0.05% 153
2024
Q1 		$488K Sell
23,287
-45,195
-66% -$946K 0.27% 70
2023
Q4 		$1.43M Buy
+68,482
New +$1.42M 0.9% 23

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

Tidemark's BSCO Position: Q4 2024 in Review

Tidemark sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 3,543 shares — an estimated $74.8K sold.

Tidemark first reported a position in BSCO in Q4 2023 and held it in 4 quarters. The position peaked at $1.43M in Q4 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Tidemark reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Tidemark sold 3,543 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $74.8K.
  • Tidemark first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Tidemark's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.43M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Tidemark's 13F filing for Q4 2024, filed 10 Feb 2025.