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

Campbell 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 Q4	$25.3M	Buy	1,226,816 +47,603	+4%	+$983K	2.28%	11
2024 Q3	$24.4M	Buy	1,179,213 +27,135	+2%	+$559K	2.17%	13
2024 Q2	$23.6M	Buy	1,152,078 +40,057	+4%	+$819K	7.61%	6
2024 Q1	$22.7M	Buy	1,112,021 +130,062	+13%	+$2.66M	2.26%	12
2023 Q4	$20.1M	Sell	981,959 -277	-0%	-$5.61K	2.38%	14
2023 Q3	$19.8M	Sell	982,236 -13,534	-1%	-$273K	2.4%	13
2023 Q2	$20M	Buy	995,770 +43,759	+5%	+$886K	2.58%	13
2023 Q1	$19.3M	Buy	952,011 +40,907	+4%	+$827K	2.42%	14
2022 Q4	$18.4M	Buy	911,104 +34,553	+4%	+$693K	2.55%	14
2022 Q3	$17.5M	Buy	+876,551	New	+$17.9M	2.53%	14

Other funds holding BSCP

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

MFWM

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

Campbell Wealth Management's BSCP Position: Q4 2024 in Review

Campbell Wealth Management increased its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) stake by 4% in Q4 2024, buying an estimated $983K and bringing the position to 1,226,816 shares worth $25.3M. The position accounts for 2.28% of the portfolio, ranked #11.

Campbell Wealth Management first reported a position in BSCP in Q3 2022 and has held it in 10 quarters since. 393 funds tracked by Wall St. Rank hold BSCP as of Q4 2024.

Campbell Wealth Management held 1,226,816 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $25.3M as of Q4 2024.
Campbell Wealth Management bought 47,603 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2024, an estimated $983K.
Invesco BulletShares 2025 Corporate Bond ETF made up 2.28% of Campbell Wealth Management's portfolio in Q4 2024, its #11 holding.
Campbell Wealth Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2022 and has held it in 10 quarters since.
393 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.