VWWMG
BSCO

Vermillion & White Wealth Management Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Vermillion & White Wealth Management Group’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
-52,101
Closed -$1.1M – 404
2024
Q3 		$1.1M Buy
52,101
+205
+0.4% +$4.33K 0.81% 24
2024
Q2 		$1.09M Buy
51,896
+164
+0.3% +$3.45K 0.82% 25
2024
Q1 		$1.08M Buy
+51,732
New +$1.08M 0.87% 24

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

Vermillion & White Wealth Management Group's BSCO Position: Q4 2024 in Review

Vermillion & White Wealth Management Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 52,101 shares — an estimated $1.1M sold.

Vermillion & White Wealth Management Group first reported a position in BSCO in Q1 2024 and held it in 3 quarters. The position peaked at $1.1M in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Vermillion & White Wealth Management Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 52,101 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $1.1M.
  • Vermillion & White Wealth Management Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
  • Vermillion & White Wealth Management Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.1M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Vermillion & White Wealth Management Group's 13F filing for Q4 2024, filed 14 Feb 2025.