WA
BSCO

WESPAC Advisors’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

WESPAC Advisors’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
-16,972
Closed -$358K – 187
2024
Q3 		$358K Hold
16,972
– – 0.27% 111
2024
Q2 		$357K Sell
16,972
-15,983
-48% -$336K 0.28% 114
2024
Q1 		$691K Buy
32,955
+989
+3% +$20.7K 0.4% 90
2023
Q4 		$668K Buy
31,966
+3,624
+13% +$75.3K 0.46% 73
2023
Q3 		$586K Buy
28,342
+2,416
+9% +$49.9K 0.44% 77
2023
Q2 		$533K Hold
25,926
– – 0.43% 70
2023
Q1 		$534K Buy
25,926
+477
+2% +$9.8K 0.5% 62
2022
Q4 		$541K Buy
+25,449
New +$520K 0.94% 35

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 $451M AUM 13.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

WESPAC Advisors's BSCO Position: Q4 2024 in Review

WESPAC Advisors sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 16,972 shares — an estimated $358K sold.

WESPAC Advisors first reported a position in BSCO in Q4 2022 and held it in 8 quarters. The position peaked at $691K in Q1 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • WESPAC Advisors reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • WESPAC Advisors sold 16,972 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $358K.
  • WESPAC Advisors first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
  • WESPAC Advisors's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $691K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on WESPAC Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.