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 $4.82B AUM 20.19% 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