Consolidated Portfolio Review Corp’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Consolidated Portfolio Review Corp’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	-80,195	Closed	-$1.61M	–	300
2023 Q3	$1.61M	Buy	80,195 +1,447	+2%	+$29.2K	0.39%	74
2023 Q2	$1.59M	Buy	78,748 +10,088	+15%	+$204K	0.38%	75
2023 Q1	$1.39M	Buy	+68,660	New	+$1.39M	0.38%	71

Other funds holding BSCP

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

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

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

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 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

Consolidated Portfolio Review Corp's BSCP Position: Q4 2023 in Review

Consolidated Portfolio Review Corp sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2023, closing a stake of 80,195 shares — an estimated $1.61M sold.

Consolidated Portfolio Review Corp first reported a position in BSCP in Q1 2023 and held it in 3 quarters. The position peaked at $1.61M in Q3 2023. 352 funds tracked by Wall St. Rank hold BSCP as of Q4 2023.

Consolidated Portfolio Review Corp reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 80,195 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2023, an estimated $1.61M.
Consolidated Portfolio Review Corp first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
Consolidated Portfolio Review Corp's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $1.61M in Q3 2023.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2023.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2023, filed 29 Jan 2024.