TWP
BSCO

Total Wealth Planning’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Total Wealth Planning’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
-33,637
Closed -$710K – 95
2024
Q3 		$710K Hold
33,637
– – 0.11% 55
2024
Q2 		$710K Hold
33,637
– – 0.12% 55
2024
Q1 		$705K Hold
33,637
– – 0.12% 56
2023
Q4 		$703K Sell
33,637
-749
-2% -$15.6K 0.13% 57
2023
Q3 		$711K Hold
34,386
– – 0.15% 55
2023
Q2 		$707K Hold
34,386
– – 0.15% 53
2023
Q1 		$708K Hold
34,386
– – 0.16% 54
2022
Q4 		$704K Buy
34,386
+1,797
+6% +$36.7K 0.17% 53
2022
Q3 		$664K Sell
32,589
-70,401
-68% -$1.46M 0.19% 49
2022
Q2 		$2.14M Sell
102,990
-22,911
-18% -$478K 0.62% 29
2022
Q1 		$2.65M Buy
+125,901
New +$2.7M 0.72% 29

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 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 $349M AUM 12.51% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Total Wealth Planning's BSCO Position: Q4 2024 in Review

Total Wealth Planning sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 33,637 shares — an estimated $710K sold.

Total Wealth Planning first reported a position in BSCO in Q1 2022 and held it in 11 quarters. The position peaked at $2.65M in Q1 2022. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Total Wealth Planning reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Total Wealth Planning sold 33,637 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $710K.
  • Total Wealth Planning first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2022 and held it in 11 quarters.
  • Total Wealth Planning's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $2.65M in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Total Wealth Planning's 13F filing for Q4 2024, filed 15 Jan 2025.