WIC
BSCO

Woodmont Investment Counsel’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Woodmont Investment Counsel’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
-17,500
Closed -$370K – 269
2024
Q3 		$370K Hold
17,500
– – 0.03% 203
2024
Q2 		$369K Hold
17,500
– – 0.03% 196
2024
Q1 		$367K Sell
17,500
-12,500
-42% -$262K 0.03% 195
2023
Q4 		$627K Sell
30,000
-66,744
-69% -$1.39M 0.06% 162
2023
Q3 		$2M Sell
96,744
-200
-0.2% -$4.13K 0.21% 89
2023
Q2 		$1.99M Hold
96,944
– – 0.21% 92
2023
Q1 		$2M Sell
96,944
-24,870
-20% -$511K 0.21% 92
2022
Q4 		$2.5M Sell
121,814
-1,387
-1% -$28.3K 0.28% 78
2022
Q3 		$2.51M Sell
123,201
-5,302
-4% -$110K 0.31% 76
2022
Q2 		$2.67M Buy
128,503
+46,028
+56% +$961K 0.33% 73
2022
Q1 		$1.74M Buy
+82,475
New +$1.77M 0.2% 96

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

Woodmont Investment Counsel's BSCO Position: Q4 2024 in Review

Woodmont Investment Counsel sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 17,500 shares — an estimated $370K sold.

Woodmont Investment Counsel first reported a position in BSCO in Q1 2022 and held it in 11 quarters. The position peaked at $2.67M in Q2 2022. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Woodmont Investment Counsel reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 17,500 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $370K.
  • Woodmont Investment Counsel first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2022 and held it in 11 quarters.
  • Woodmont Investment Counsel's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $2.67M in Q2 2022.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Woodmont Investment Counsel's 13F filing for Q4 2024, filed 11 Feb 2025.