B
BSCP

Bridgeworth’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Bridgeworth’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
2023
Q4 		$309K Hold
15,129
– – 0.03% 137
2023
Q3 		$304K Hold
15,129
– – 0.03% 128
2023
Q2 		$305K Hold
15,129
– – 0.03% 132
2023
Q1 		$307K Hold
15,129
– – 0.04% 124
2022
Q4 		$305K Buy
+15,129
New +$303K 0.05% 121

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Bridgeworth's BSCP Position: Q4 2023 in Review

Bridgeworth held its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) position steady in Q4 2023 at 15,129 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #137.

Bridgeworth first reported a position in BSCP in Q4 2022 and has held it in 5 quarters since. 352 funds tracked by Wall St. Rank hold BSCP as of Q4 2023.

  • Bridgeworth held 15,129 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $309K as of Q4 2023.
  • Bridgeworth left its Invesco BulletShares 2025 Corporate Bond ETF share count unchanged in Q4 2023.
  • Invesco BulletShares 2025 Corporate Bond ETF made up 0.03% of Bridgeworth's portfolio in Q4 2023, its #137 holding.
  • Bridgeworth first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2022 and has held it in 5 quarters since.
  • 352 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.