APS
BSCP

American Planning Services’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

American Planning Services’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
Q3 		$234K Sell
11,337
-30,742
-73% -$633K 0.19% 50
2024
Q2 		$861K Buy
42,079
+24,630
+141% +$504K 0.61% 25
2024
Q1 		$356K Buy
17,449
+24
+0.1% +$491 0.26% 34
2023
Q4 		$356K Buy
+17,425
New +$353K 0.27% 26

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $6.59M AUM 15.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

American Planning Services's BSCP Position: Q3 2024 in Review

American Planning Services reduced its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) stake by 73% in Q3 2024, selling an estimated $633K and leaving 11,337 shares worth $234K. The position accounts for 0.19% of the portfolio, ranked #50.

American Planning Services first reported a position in BSCP in Q4 2023 and has held it in 4 quarters since. The position peaked at $861K in Q2 2024. 367 funds tracked by Wall St. Rank hold BSCP as of Q3 2024.

  • American Planning Services held 11,337 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $234K as of Q3 2024.
  • American Planning Services sold 30,742 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2024, an estimated $633K.
  • Invesco BulletShares 2025 Corporate Bond ETF made up 0.19% of American Planning Services's portfolio in Q3 2024, its #50 holding.
  • American Planning Services first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • American Planning Services's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $861K in Q2 2024.
  • 367 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.