TSWM
BSCO

Tyler-Stone Wealth Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Tyler-Stone Wealth Management’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
-76,770
Closed -$1.62M – 337
2024
Q3 		$1.62M Buy
76,770
+38,385
+100% +$810K 0.31% 68
2024
Q2 		$808K Buy
38,385
+10,960
+40% +$231K 0.33% 55
2024
Q1 		$575K Sell
27,425
-4,924
-15% -$103K 0.25% 82
2023
Q4 		$676K Buy
32,349
+13,663
+73% +$284K 0.34% 65
2023
Q3 		$386K Buy
18,686
+5,261
+39% +$109K 0.22% 92
2023
Q2 		$276K Buy
+13,425
New +$277K 0.16% 125
2022
Q4 		$234K Buy
+11,400
New +$233K 0.16% 132

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

Tyler-Stone Wealth Management's BSCO Position: Q4 2024 in Review

Tyler-Stone Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 76,770 shares — an estimated $1.62M sold.

Tyler-Stone Wealth Management first reported a position in BSCO in Q4 2022 and held it in 7 quarters. The position peaked at $1.62M in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Tyler-Stone Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 76,770 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $1.62M.
  • Tyler-Stone Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
  • Tyler-Stone Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.62M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.