BCWM
BSCP

Bartlett & Co Wealth Management’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Bartlett & Co Wealth Management’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
2022
Q3 		– Sell
-601
Closed -$12.3K – 1191
2022
Q2 		$12.3K Buy
+601
New +$12.4K ﹤0.01% 827

Other funds holding BSCP

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Wells Fargo San Francisco, California $530B AUM 22.01% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Bartlett & Co Wealth Management's BSCP Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q3 2022, closing a stake of 601 shares — an estimated $12.3K sold.

Bartlett & Co Wealth Management first reported a position in BSCP in Q2 2022 and held it in 1 quarter. The position peaked at $12.3K in Q2 2022. 261 funds tracked by Wall St. Rank hold BSCP as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 601 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2022, an estimated $12.3K.
  • Bartlett & Co Wealth Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $12.3K in Q2 2022.
  • 261 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.