Atlas Private Wealth Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-347	Closed	-$8K	–	222
2021 Q3	$8K	Hold	347	–	–	﹤0.01%	494
2021 Q2	$8K	Hold	347	–	–	﹤0.01%	498
2021 Q1	$8K	Hold	347	–	–	﹤0.01%	517
2020 Q4	$8K	Hold	347	–	–	0.01%	445
2020 Q3	$8K	Hold	347	–	–	0.01%	415
2020 Q2	$8K	Buy	+347	New	+$7.53K	0.01%	436

Other funds holding BSCP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Atlas Private Wealth Advisors's BSCP Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2021, closing a stake of 347 shares — an estimated $8K sold.

Atlas Private Wealth Advisors first reported a position in BSCP in Q2 2020 and held it in 6 quarters. The position peaked at $8K in Q3 2021. 206 funds tracked by Wall St. Rank hold BSCP as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 347 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2021, an estimated $8K.
Atlas Private Wealth Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $8K in Q3 2021.
206 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.