1IA
BSCP

1834 Investment Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

1834 Investment Advisors’s Portfolio BSCP Stock Details BSCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,483
Closed -$316K – 215
2024
Q1 		$316K Sell
15,483
-23,698
-60% -$484K 0.04% 191
2023
Q4 		$801K Sell
39,181
-21,847
-36% -$442K 0.1% 131
2023
Q3 		$1.23M Sell
61,028
-37,860
-38% -$763K 0.15% 114
2023
Q2 		$1.99M Sell
98,888
-36,035
-27% -$730K 0.24% 84
2023
Q1 		$2.74M Sell
134,923
-26,709
-17% -$540K 0.33% 72
2022
Q4 		$3.26M Sell
161,632
-140,863
-47% -$2.82M 0.46% 58
2022
Q3 		$6.03M Sell
302,495
-369,285
-55% -$7.54M 0.9% 40
2022
Q2 		$13.7M Buy
671,780
+127,683
+23% +$2.63M 1.93% 10
2022
Q1 		$11.4M Buy
544,097
+81,919
+18% +$1.75M 1.39% 20
2021
Q4 		$10.1M Buy
462,178
+24,562
+6% +$540K 1.14% 27
2021
Q3 		$9.71M Buy
437,616
+18,144
+4% +$405K 1.18% 28
2021
Q2 		$9.36M Buy
419,472
+3,811
+0.9% +$85K 1.13% 31
2021
Q1 		$9.21M Buy
415,661
+61,921
+18% +$1.39M 1.19% 31
2020
Q4 		$8.01M Buy
353,740
+44,426
+14% +$998K 1.07% 35
2020
Q3 		$6.91M Buy
309,314
+35,506
+13% +$796K 1.01% 36
2020
Q2 		$6.08M Buy
273,808
+34,220
+14% +$742K 0.96% 38
2020
Q1 		$4.93M Buy
239,588
+25,680
+12% +$547K 0.94% 36
2019
Q4 		$4.59M Buy
213,908
+33,267
+18% +$712K 0.7% 45
2019
Q3 		$3.86M Buy
180,641
+32,808
+22% +$698K 0.56% 58
2019
Q2 		$3.13M Buy
147,833
+24,379
+20% +$505K 0.47% 62
2019
Q1 		$2.54M Buy
123,454
+35,732
+41% +$720K 0.39% 68
2018
Q4 		$1.73M Buy
87,722
+20,760
+31% +$407K 0.29% 78
2018
Q3 		$1.33M Buy
66,962
+20,922
+45% +$416K 0.19% 83
2018
Q2 		$911K Buy
+46,040
New +$911K 0.14% 100
2018
Q1 		– Sell
-6,607
Closed -$137K – 447
2017
Q4 		$137K Buy
+6,607
New +$137K 0.02% 209
2017
Q1 		– Sell
-12,499
Closed -$252K – 183
2016
Q4 		$252K Buy
+12,499
New +$257K 0.05% 158

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

1834 Investment Advisors's BSCP Position: Q2 2024 in Review

1834 Investment Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2024, closing a stake of 15,483 shares — an estimated $316K sold.

1834 Investment Advisors first reported a position in BSCP in Q4 2016 and held it in 26 quarters. The position peaked at $13.7M in Q2 2022. 361 funds tracked by Wall St. Rank hold BSCP as of Q2 2024.

  • 1834 Investment Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • 1834 Investment Advisors sold 15,483 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2024, an estimated $316K.
  • 1834 Investment Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2016 and held it in 26 quarters.
  • 1834 Investment Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $13.7M in Q2 2022.
  • 361 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2024.

Based on 1834 Investment Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.