TA
BSCO

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

TruWealth Advisors’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
-4,046,441
Closed -$85.5M – 174
2024
Q3 		$85.5M Buy
4,046,441
+125,888
+3% +$2.66M 5.24% 3
2024
Q2 		$82.6M Buy
3,920,553
+836,029
+27% +$17.6M 5.49% 3
2024
Q1 		$64.7M Buy
3,084,524
+111,905
+4% +$2.34M 4.51% 4
2023
Q4 		$62.1M Buy
2,972,619
+70,939
+2% +$1.47M 4.74% 4
2023
Q3 		$60M Buy
2,901,680
+253,015
+10% +$5.22M 5.16% 3
2023
Q2 		$54.5M Buy
2,648,665
+542,845
+26% +$11.2M 4.68% 4
2023
Q1 		$43.4M Buy
2,105,820
+493,111
+31% +$10.1M 3.97% 5
2022
Q4 		$33M Buy
1,612,709
+74,820
+5% +$1.53M 3.22% 5
2022
Q3 		$31.4M Buy
+1,537,889
New +$31.8M 3.32% 6

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

TruWealth Advisors's BSCO Position: Q4 2024 in Review

TruWealth Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 4,046,441 shares — an estimated $85.5M sold.

TruWealth Advisors first reported a position in BSCO in Q3 2022 and held it in 9 quarters. The position peaked at $85.5M in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • TruWealth Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • TruWealth Advisors sold 4,046,441 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $85.5M.
  • TruWealth Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q3 2022 and held it in 9 quarters.
  • TruWealth Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $85.5M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on TruWealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.