AP
BSCP

Atwood & Palmer’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Atwood & Palmer’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
Q4 		– Sell
-2,000
Closed -$41.3K – 472
2024
Q3 		$41.3K Sell
2,000
-1,150
-37% -$23.7K ﹤0.01% 233
2024
Q2 		$64.4K Hold
3,150
– – ﹤0.01% 211
2024
Q1 		$64.4K Hold
3,150
– – ﹤0.01% 203
2023
Q4 		$64.4K Sell
3,150
-38
-1% -$769 0.01% 208
2023
Q3 		$64.1K Sell
3,188
-55,639
-95% -$1.12M 0.01% 197
2023
Q2 		$1.18M Sell
58,827
-1,700
-3% -$34.4K 0.11% 79
2023
Q1 		$1.23M Sell
60,527
-300
-0.5% -$6.06K 0.12% 75
2022
Q4 		$1.23M Sell
60,827
-11,400
-16% -$229K 0.11% 83
2022
Q3 		$1.44M Sell
72,227
-76,412
-51% -$1.56M 0.14% 80
2022
Q2 		$3.04M Sell
148,639
-316
-0.2% -$6.51K 0.3% 59
2022
Q1 		$3.12M Buy
148,955
+10,200
+7% +$218K 0.27% 57
2021
Q4 		$3.04M Buy
138,755
+16,259
+13% +$358K 0.25% 57
2021
Q3 		$2.72M Buy
122,496
+4,206
+4% +$93.8K 0.24% 57
2021
Q2 		$2.64M Sell
118,290
-500
-0.4% -$11.2K 0.24% 60
2021
Q1 		$2.63M Buy
118,790
+27,200
+30% +$609K 0.25% 57
2020
Q4 		$2.07M Buy
91,590
+88,090
+2,517% +$1.98M 0.22% 62
2020
Q3 		$78K Buy
3,500
+3,000
+600% +$67.2K 0.01% 170
2020
Q2 		$11K Buy
+500
New +$10.8K ﹤0.01% 254

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Atwood & Palmer's BSCP Position: Q4 2024 in Review

Atwood & Palmer sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2024, closing a stake of 2,000 shares — an estimated $41.3K sold.

Atwood & Palmer first reported a position in BSCP in Q2 2020 and held it in 18 quarters. The position peaked at $3.12M in Q1 2022. 393 funds tracked by Wall St. Rank hold BSCP as of Q4 2024.

  • Atwood & Palmer reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Atwood & Palmer sold 2,000 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2024, an estimated $41.3K.
  • Atwood & Palmer first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2020 and held it in 18 quarters.
  • Atwood & Palmer's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $3.12M in Q1 2022.
  • 393 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2024.

Based on Atwood & Palmer's 13F filing for Q4 2024, filed 16 Jan 2025.