BFA
BSCP

Benedict Financial Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Benedict Financial 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
2024
Q1 		– Sell
-9,779
Closed -$200K – 128
2023
Q4 		$200K Sell
9,779
-4,162
-30% -$84.2K 0.05% 124
2023
Q3 		$280K Sell
13,941
-971
-7% -$19.6K 0.08% 110
2023
Q2 		$300K Sell
14,912
-2,170
-13% -$44K 0.08% 108
2023
Q1 		$346K Sell
17,082
-1,002
-6% -$20.2K 0.1% 105
2022
Q4 		$364K Sell
18,084
-22,817
-56% -$457K 0.11% 101
2022
Q3 		$816K Buy
40,901
+2,938
+8% +$60K 0.26% 90
2022
Q2 		$776K Sell
37,963
-104,672
-73% -$2.16M 0.23% 94
2022
Q1 		$3.01M Buy
142,635
+119,515
+517% +$2.55M 0.8% 50
2021
Q4 		$506K Buy
23,120
+2,886
+14% +$63.5K 0.13% 101
2021
Q3 		$449K Buy
20,234
+6,658
+49% +$149K 0.13% 105
2021
Q2 		$303K Buy
13,576
+2,351
+21% +$52.4K 0.08% 112
2021
Q1 		$249K Buy
+11,225
New +$251K 0.07% 118

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Benedict Financial Advisors's BSCP Position: Q1 2024 in Review

Benedict Financial Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2024, closing a stake of 9,779 shares — an estimated $200K sold.

Benedict Financial Advisors first reported a position in BSCP in Q1 2021 and held it in 12 quarters. The position peaked at $3.01M in Q1 2022. 355 funds tracked by Wall St. Rank hold BSCP as of Q1 2024.

  • Benedict Financial Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Benedict Financial Advisors sold 9,779 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2024, an estimated $200K.
  • Benedict Financial Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2021 and held it in 12 quarters.
  • Benedict Financial Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $3.01M in Q1 2022.
  • 355 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2024.

Based on Benedict Financial Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.