BWA
BSCP

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

BDO 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
2020
Q1 		– Sell
-7,450
Closed -$160K – 749
2019
Q4 		$160K Buy
7,450
+5,350
+255% +$115K 0.04% 212
2019
Q3 		$45K Buy
+2,100
New +$44.7K 0.01% 323

Other funds holding BSCP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BDO Wealth Advisors's BSCP Position: Q1 2020 in Review

BDO Wealth Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2020, closing a stake of 7,450 shares — an estimated $160K sold.

BDO Wealth Advisors first reported a position in BSCP in Q3 2019 and held it in 2 quarters. The position peaked at $160K in Q4 2019. 114 funds tracked by Wall St. Rank hold BSCP as of Q1 2020.

  • BDO Wealth Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 7,450 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2020, an estimated $160K.
  • BDO Wealth Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2019 and held it in 2 quarters.
  • BDO Wealth Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $160K in Q4 2019.
  • 114 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.