WF
BSCO

Wayfinding Financial’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Wayfinding Financial’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
-23,499
Closed -$496K – 141
2024
Q3 		$496K Sell
23,499
-828
-3% -$17.5K 0.37% 34
2024
Q2 		$512K Sell
24,327
-325
-1% -$6.84K 0.29% 67
2024
Q1 		$518K Buy
+24,652
New +$516K 0.3% 67

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Wayfinding Financial's BSCO Position: Q4 2024 in Review

Wayfinding Financial sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 23,499 shares — an estimated $496K sold.

Wayfinding Financial first reported a position in BSCO in Q1 2024 and held it in 3 quarters. The position peaked at $518K in Q1 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Wayfinding Financial reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Wayfinding Financial sold 23,499 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $496K.
  • Wayfinding Financial first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
  • Wayfinding Financial's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $518K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Wayfinding Financial's 13F filing for Q4 2024, filed 11 Feb 2025.