BWM
BSCP

BKM Wealth Management’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

BKM 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
2024
Q1 		– Sell
-485
Closed -$9.92K – 238
2023
Q4 		$9.92K Buy
+485
New +$9.82K ﹤0.01% 456

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

BKM Wealth Management's BSCP Position: Q1 2024 in Review

BKM Wealth Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2024, closing a stake of 485 shares — an estimated $9.92K sold.

BKM Wealth Management first reported a position in BSCP in Q4 2023 and held it in 1 quarter. The position peaked at $9.92K in Q4 2023. 355 funds tracked by Wall St. Rank hold BSCP as of Q1 2024.

  • BKM Wealth Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 485 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2024, an estimated $9.92K.
  • BKM Wealth Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $9.92K in Q4 2023.
  • 355 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.