Cornerstone Planning’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Cornerstone Planning’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	$22.4M	Buy	+1,083,748	New	+$22.4M	8.55%	1

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

Cornerstone Planning's BSCP Position: Q4 2024 in Review

Cornerstone Planning opened a new position in Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2024: 1,083,748 shares worth $22.4M. The stake represents 8.55% of the portfolio and ranks #1 among its holdings.

393 funds tracked by Wall St. Rank hold BSCP as of Q4 2024.

Cornerstone Planning held 1,083,748 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $22.4M as of Q4 2024.
Invesco BulletShares 2025 Corporate Bond ETF was a new Cornerstone Planning position in Q4 2024.
Invesco BulletShares 2025 Corporate Bond ETF made up 8.55% of Cornerstone Planning's portfolio in Q4 2024, its #1 holding.
393 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2024.

Based on Cornerstone Planning's 13F filing for Q4 2024, filed 1 Apr 2025.