DAS
BSCP

Dynamic Advisor Solutions’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Dynamic Advisor Solutions’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 		– Sell
-10,025
Closed -$207K – 676
2024
Q3 		$207K Hold
10,025
– – 0.01% 874
2024
Q2 		$205K Hold
10,025
– – 0.01% 874
2024
Q1 		$205K Hold
10,025
– – 0.01% 862
2023
Q4 		$205K Buy
+10,025
New +$203K 0.01% 834

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
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

Dynamic Advisor Solutions's BSCP Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2024, closing a stake of 10,025 shares — an estimated $207K sold.

Dynamic Advisor Solutions first reported a position in BSCP in Q4 2023 and held it in 4 quarters. The position peaked at $207K in Q3 2024. 393 funds tracked by Wall St. Rank hold BSCP as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 10,025 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2024, an estimated $207K.
  • Dynamic Advisor Solutions first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Dynamic Advisor Solutions's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $207K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.