Envestnet Portfolio Solutions
BSCP

Envestnet Portfolio Solutions’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Envestnet Portfolio 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
2023
Q4 		– Sell
-16,318
Closed -$328K – 1536
2023
Q3 		$328K Buy
+16,318
New +$329K ﹤0.01% 1181

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
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

Envestnet Portfolio Solutions's BSCP Position: Q4 2023 in Review

Envestnet Portfolio Solutions sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2023, closing a stake of 16,318 shares — an estimated $328K sold.

Envestnet Portfolio Solutions first reported a position in BSCP in Q3 2023 and held it in 1 quarter. The position peaked at $328K in Q3 2023. 352 funds tracked by Wall St. Rank hold BSCP as of Q4 2023.

  • Envestnet Portfolio Solutions reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 16,318 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2023, an estimated $328K.
  • Envestnet Portfolio Solutions first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $328K in Q3 2023.
  • 352 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2023.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2023, filed 7 Feb 2024.