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BSCP

Carmichael Hill & Associates’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Carmichael Hill & Associates’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
Q2 		– Sell
-930
Closed -$18.9K – 795
2023
Q1 		$18.9K Hold
930
– – 0.01% 465
2022
Q4 		$18.7K Sell
930
-30
-3% -$601 0.01% 475
2022
Q3 		$19K Buy
+960
New +$19.6K 0.01% 479

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
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

Carmichael Hill & Associates's BSCP Position: Q2 2023 in Review

Carmichael Hill & Associates sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2023, closing a stake of 930 shares — an estimated $18.9K sold.

Carmichael Hill & Associates first reported a position in BSCP in Q3 2022 and held it in 3 quarters. The position peaked at $19K in Q3 2022. 315 funds tracked by Wall St. Rank hold BSCP as of Q2 2023.

  • Carmichael Hill & Associates reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Carmichael Hill & Associates sold 930 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2023, an estimated $18.9K.
  • Carmichael Hill & Associates first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
  • Carmichael Hill & Associates's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $19K in Q3 2022.
  • 315 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2023.

Based on Carmichael Hill & Associates's 13F filing for Q2 2023, filed 4 Aug 2023.