WWM
BSCO

Western Wealth Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Western Wealth Management’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
-10,778
Closed -$228K – 778
2024
Q3 		$228K Sell
10,778
-18,571
-63% -$392K 0.01% 681
2024
Q2 		$618K Sell
29,349
-10,970
-27% -$231K 0.05% 314
2024
Q1 		$845K Sell
40,319
-3,975
-9% -$83.2K 0.07% 252
2023
Q4 		$925K Buy
44,294
+23
+0.1% +$478 0.07% 291
2023
Q3 		$915K Sell
44,271
-2,477
-5% -$51.1K 0.08% 268
2023
Q2 		$962K Buy
46,748
+3,115
+7% +$64.2K 0.08% 254
2023
Q1 		$898K Buy
43,633
+4,400
+11% +$90.4K 0.08% 254
2022
Q4 		$804K Sell
39,233
-6,313
-14% -$129K 0.08% 263
2022
Q3 		$928K Buy
45,546
+33,000
+263% +$683K 0.05% 320
2022
Q2 		$259K Sell
12,546
-4,820
-28% -$101K 0.01% 657
2022
Q1 		$366K Buy
17,366
+7,883
+83% +$169K 0.02% 613
2021
Q4 		$207K Buy
+9,483
New +$208K 0.02% 575
2021
Q2 		$392K Sell
17,733
-7,001
-28% -$156K 0.04% 421
2021
Q1 		$548K Sell
24,734
-8,050
-25% -$179K 0.07% 262
2020
Q4 		$734K Sell
32,784
-500
-2% -$11.1K 0.11% 199
2020
Q3 		$738K Buy
33,284
+250
+0.8% +$5.56K 0.12% 185
2020
Q2 		$728K Sell
33,034
-1,000
-3% -$21.6K 0.13% 173
2020
Q1 		$703K Hold
34,034
– – 0.16% 140
2019
Q4 		$731K Sell
34,034
-1,674
-5% -$35.9K 0.11% 178
2019
Q3 		$765K Hold
35,708
– – 0.16% 145
2019
Q2 		$761K Buy
35,708
+3,182
+10% +$66.4K 0.1% 165
2019
Q1 		$676K Hold
32,526
– – 0.15% 160
2018
Q4 		$650K Buy
+32,526
New +$647K 0.17% 145

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

Western Wealth Management's BSCO Position: Q4 2024 in Review

Western Wealth Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 10,778 shares — an estimated $228K sold.

Western Wealth Management first reported a position in BSCO in Q4 2018 and held it in 23 quarters. The position peaked at $962K in Q2 2023. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Western Wealth Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Western Wealth Management sold 10,778 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $228K.
  • Western Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2018 and held it in 23 quarters.
  • Western Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $962K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.