Divergent Wealth Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Divergent Wealth Advisors’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 Q3	$439K	Hold	21,240	–	–	0.08%	21
2024 Q2	$434K	Hold	21,240	–	–	0.08%	21
2024 Q1	$434K	Hold	21,240	–	–	0.09%	21
2023 Q4	$434K	Buy	21,240 +2,450	+13%	+$49.6K	0.09%	22
2023 Q3	$378K	Buy	+18,790	New	+$379K	0.09%	20

Other funds holding BSCP

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Divergent Wealth Advisors's BSCP Position: Q3 2024 in Review

Divergent Wealth Advisors held its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) position steady in Q3 2024 at 21,240 shares worth $439K. The position accounts for 0.08% of the portfolio, ranked #21.

Divergent Wealth Advisors first reported a position in BSCP in Q3 2023 and has held it in 5 quarters since. 367 funds tracked by Wall St. Rank hold BSCP as of Q3 2024.

Divergent Wealth Advisors held 21,240 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $439K as of Q3 2024.
Divergent Wealth Advisors left its Invesco BulletShares 2025 Corporate Bond ETF share count unchanged in Q3 2024.
Invesco BulletShares 2025 Corporate Bond ETF made up 0.08% of Divergent Wealth Advisors's portfolio in Q3 2024, its #21 holding.
Divergent Wealth Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2023 and has held it in 5 quarters since.
367 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2024.

Based on Divergent Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.