WBC
BSCO

West Branch Capital’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

West Branch Capital’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
-504
Closed -$10.6K – 629
2024
Q3 		$10.6K Hold
504
– – ﹤0.01% 264
2024
Q2 		$10.6K Hold
504
– – ﹤0.01% 268
2024
Q1 		$10.6K Hold
504
– – ﹤0.01% 272
2023
Q4 		$10.5K Hold
504
– – ﹤0.01% 273
2023
Q3 		$10.4K Hold
504
– – 0.01% 277
2023
Q2 		$10.4K Hold
504
– – 0.01% 279
2023
Q1 		$10.4K Hold
504
– – 0.01% 284
2022
Q4 		$10.3K Hold
504
– – 0.01% 280
2022
Q3 		$10K Hold
504
– – 0.01% 289
2022
Q2 		$10K Hold
504
– – 0.01% 281
2022
Q1 		$11K Hold
504
– – 0.01% 293
2021
Q4 		$11K Hold
504
– – ﹤0.01% 322
2021
Q3 		$11K Hold
504
– – 0.01% 307
2021
Q2 		$11K Buy
+504
New +$11.2K 0.01% 322

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 $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

West Branch Capital's BSCO Position: Q4 2024 in Review

West Branch Capital sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 504 shares — an estimated $10.6K sold.

West Branch Capital first reported a position in BSCO in Q2 2021 and held it in 14 quarters. The position peaked at $11K in Q1 2022. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • West Branch Capital reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • West Branch Capital sold 504 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $10.6K.
  • West Branch Capital first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q2 2021 and held it in 14 quarters.
  • West Branch Capital's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $11K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.