WDL
BSCO

Well Done LLC’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Well Done LLC’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
-39,295
Closed -$830K – 179
2024
Q3 		$830K Hold
39,295
– – 0.15% 81
2024
Q2 		$828K Hold
39,295
– – 0.17% 76
2024
Q1 		$824K Hold
39,295
– – 0.16% 79
2023
Q4 		$821K Sell
39,295
-1,450
-4% -$30.1K 0.16% 79
2023
Q3 		$842K Sell
40,745
-4,465
-10% -$92.2K 0.19% 65
2023
Q2 		$930K Buy
45,210
+1,565
+4% +$32.2K 0.2% 65
2023
Q1 		$899K Buy
43,645
+12,082
+38% +$248K 0.19% 65
2022
Q4 		$647K Buy
31,563
+7,223
+30% +$148K 0.14% 85
2022
Q3 		$496K Buy
24,340
+1,810
+8% +$37.5K 0.12% 90
2022
Q2 		$467K Hold
22,530
– – 0.1% 102
2022
Q1 		$475K Buy
22,530
+2,900
+15% +$62.1K 0.1% 110
2021
Q4 		$429K Buy
+19,630
New +$430K 0.09% 112

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

Well Done LLC's BSCO Position: Q4 2024 in Review

Well Done LLC sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 39,295 shares — an estimated $830K sold.

Well Done LLC first reported a position in BSCO in Q4 2021 and held it in 12 quarters. The position peaked at $930K in Q2 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Well Done LLC reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Well Done LLC sold 39,295 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $830K.
  • Well Done LLC first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
  • Well Done LLC's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $930K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Well Done LLC's 13F filing for Q4 2024, filed 17 Jan 2025.