CIA
BSCP

Cape Investment Advisory’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Cape Investment Advisory’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 		– Sell
-2,800
Closed -$56.3K – 1136
2023
Q3 		$56.3K Hold
2,800
– – 0.03% 277
2023
Q2 		$56.4K Hold
2,800
– – 0.03% 270
2023
Q1 		$56.8K Buy
+2,800
New +$56.6K 0.03% 248

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

Cape Investment Advisory's BSCP Position: Q4 2023 in Review

Cape Investment Advisory sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2023, closing a stake of 2,800 shares — an estimated $56.3K sold.

Cape Investment Advisory first reported a position in BSCP in Q1 2023 and held it in 3 quarters. The position peaked at $56.8K in Q1 2023. 352 funds tracked by Wall St. Rank hold BSCP as of Q4 2023.

  • Cape Investment Advisory reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 2,800 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2023, an estimated $56.3K.
  • Cape Investment Advisory first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
  • Cape Investment Advisory's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $56.8K in Q1 2023.
  • 352 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2023.

Based on Cape Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.