WIM
BSCO

Waycross Investment Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Waycross Investment 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
-28,020
Closed -$592K – 50
2024
Q3 		$592K Hold
28,020
– – 0.55% 40
2024
Q2 		$590K Sell
28,020
-4,729
-14% -$99.5K 0.57% 42
2024
Q1 		$687K Sell
32,749
-55,232
-63% -$1.16M 0.64% 43
2023
Q4 		$1.84M Sell
87,981
-639,535
-88% -$13.3M 2.02% 14
2023
Q3 		$15M Sell
727,516
-27,180
-4% -$561K 17.3% 2
2023
Q2 		$15.5M Sell
754,696
-27,195
-3% -$560K 16.19% 2
2023
Q1 		$16.1M Sell
781,891
-2,331
-0.3% -$47.9K 16.11% 2
2022
Q4 		$16.1M Buy
+784,222
New +$16M 16.22% 2

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

Waycross Investment Management's BSCO Position: Q4 2024 in Review

Waycross Investment Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 28,020 shares — an estimated $592K sold.

Waycross Investment Management first reported a position in BSCO in Q4 2022 and held it in 8 quarters. The position peaked at $16.1M in Q1 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Waycross Investment Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Waycross Investment Management sold 28,020 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $592K.
  • Waycross Investment Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
  • Waycross Investment Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $16.1M in Q1 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Waycross Investment Management's 13F filing for Q4 2024, filed 14 Jan 2025.