Bruderman Asset Management’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Bruderman Asset 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 Q1	–	Sell	-11,414	Closed	-$251K	–	74
2021 Q4	$251K	Sell	11,414 -87,908	-89%	-$1.93M	0.19%	87
2021 Q3	$2.2M	Buy	+99,322	New	+$2.22M	0.55%	61
2021 Q2	–	Sell	-89,936	Closed	-$1.99M	–	91
2021 Q1	$1.99M	Sell	89,936 -13,316	-13%	-$298K	0.55%	59
2020 Q4	$2.34M	Buy	103,252 +36,478	+55%	+$819K	0.68%	53
2020 Q3	$1.49M	Buy	66,774 +672	+1%	+$15.1K	0.49%	58
2020 Q2	$1.47M	Buy	66,102 +12,426	+23%	+$270K	0.49%	58
2020 Q1	$1.1M	Buy	53,676 +19,067	+55%	+$406K	0.44%	57
2019 Q4	$743K	Buy	34,609 +4,611	+15%	+$98.7K	0.23%	76
2019 Q3	$639K	Buy	29,998 +18,447	+160%	+$392K	0.16%	84
2019 Q2	$244K	Buy	11,551 +8,531	+282%	+$177K	0.06%	101
2019 Q1	$62K	Buy	+3,020	New	+$60.8K	0.01%	243

Other funds holding BSCP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Bruderman Asset Management's BSCP Position: Q1 2022 in Review

Bruderman Asset Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2022, closing a stake of 11,414 shares — an estimated $251K sold.

Bruderman Asset Management first reported a position in BSCP in Q1 2019 and held it in 11 quarters. The position peaked at $2.34M in Q4 2020. 219 funds tracked by Wall St. Rank hold BSCP as of Q1 2022.

Bruderman Asset Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Bruderman Asset Management sold 11,414 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2022, an estimated $251K.
Bruderman Asset Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2019 and held it in 11 quarters.
Bruderman Asset Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $2.34M in Q4 2020.
219 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2022.

Based on Bruderman Asset Management's 13F filing for Q1 2022, filed 13 May 2022.