CCP
BSCP

Carmel Capital Partners’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Carmel Capital Partners’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
Q1 		– Sell
-52,954
Closed -$1.07M – 468
2022
Q4 		$1.07M Buy
52,954
+18,382
+53% +$369K 0.74% 25
2022
Q3 		$690K Buy
34,572
+11,815
+52% +$241K 0.67% 42
2022
Q2 		$465K Buy
+22,757
New +$469K 0.43% 64

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Carmel Capital Partners's BSCP Position: Q1 2023 in Review

Carmel Capital Partners sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2023, closing a stake of 52,954 shares — an estimated $1.07M sold.

Carmel Capital Partners first reported a position in BSCP in Q2 2022 and held it in 3 quarters. The position peaked at $1.07M in Q4 2022. 312 funds tracked by Wall St. Rank hold BSCP as of Q1 2023.

  • Carmel Capital Partners reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 52,954 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2023, an estimated $1.07M.
  • Carmel Capital Partners first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2022 and held it in 3 quarters.
  • Carmel Capital Partners's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $1.07M in Q4 2022.
  • 312 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2023.

Based on Carmel Capital Partners's 13F filing for Q1 2023, filed 19 Apr 2023.