Wealth Enhancement Advisory Services
BSCO

Wealth Enhancement Advisory Services’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Wealth Enhancement Advisory Services’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
-184,760
Closed -$3.9M – 3150
2024
Q3 		$3.9M Buy
184,760
+22,233
+14% +$469K 0.01% 812
2024
Q2 		$3.42M Buy
162,527
+98,799
+155% +$2.08M 0.01% 806
2024
Q1 		$1.34M Buy
63,728
+2,711
+4% +$56.8K ﹤0.01% 1110
2023
Q4 		$1.27M Buy
61,017
+1,675
+3% +$34.8K ﹤0.01% 1069
2023
Q3 		$1.23M Buy
+59,342
New +$1.23M ﹤0.01% 1019
2023
Q1 		– Sell
-26,713
Closed -$550K – 565
2022
Q4 		$550K Sell
26,713
-9,205
-26% -$188K 0.01% 268
2022
Q3 		$733K Buy
35,918
+2,100
+6% +$43.5K 0.01% 254
2022
Q2 		$701K Sell
33,818
-9,585
-22% -$200K 0.01% 263
2022
Q1 		$914K Sell
43,403
-854
-2% -$18.3K 0.01% 241
2021
Q4 		$954K Buy
44,257
+34
+0.1% +$745 0.01% 223
2021
Q3 		$972K Buy
44,223
+971
+2% +$21.5K 0.01% 220
2021
Q2 		$960K Sell
43,252
-11,113
-20% -$247K 0.02% 204
2021
Q1 		$1.21M Buy
+54,365
New +$1.21M 0.02% 175

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

Wealth Enhancement Advisory Services's BSCO Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 184,760 shares — an estimated $3.9M sold.

Wealth Enhancement Advisory Services first reported a position in BSCO in Q1 2021 and held it in 13 quarters. The position peaked at $3.9M in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Wealth Enhancement Advisory Services reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 184,760 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $3.9M.
  • Wealth Enhancement Advisory Services first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2021 and held it in 13 quarters.
  • Wealth Enhancement Advisory Services's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $3.9M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.