AWS
BSCP

Atria Wealth Solutions’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$4.94M Sell
238,939
-39,152
-14% -$810K 0.11% 214
2025
Q1 		$5.75M Buy
278,091
+9,512
+4% +$197K 0.07% 295
2024
Q4 		$5.55M Sell
268,579
-138,373
-34% -$2.86M 0.06% 331
2024
Q3 		$8.4M Buy
406,952
+31,609
+8% +$651K 0.09% 229
2024
Q2 		$7.68M Buy
375,343
+21,578
+6% +$441K 0.09% 239
2024
Q1 		$7.23M Buy
353,765
+57,383
+19% +$1.17M 0.08% 257
2023
Q4 		$6.06M Buy
296,382
+118,589
+67% +$2.4M 0.08% 260
2023
Q3 		$3.58M Sell
177,793
-10,082
-5% -$203K 0.05% 381
2023
Q2 		$3.78M Buy
187,875
+51,277
+38% +$1.04M 0.05% 366
2023
Q1 		$2.77M Buy
136,598
+86,989
+175% +$1.76M 0.04% 429
2022
Q4 		$999K Buy
+49,609
New +$995K 0.02% 745

Other funds holding BSCP

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return