ECG
BSCP

EPIQ Capital Group’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

EPIQ Capital Group’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 		$251K Hold
12,147
– – 0.07% 66
2024
Q3 		$251K Buy
+12,147
New +$250K 0.07% 59

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

EPIQ Capital Group's BSCP Position: Q4 2024 in Review

EPIQ Capital Group held its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) position steady in Q4 2024 at 12,147 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #66.

EPIQ Capital Group first reported a position in BSCP in Q3 2024 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold BSCP as of Q4 2024.

  • EPIQ Capital Group held 12,147 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $251K as of Q4 2024.
  • EPIQ Capital Group left its Invesco BulletShares 2025 Corporate Bond ETF share count unchanged in Q4 2024.
  • Invesco BulletShares 2025 Corporate Bond ETF made up 0.07% of EPIQ Capital Group's portfolio in Q4 2024, its #66 holding.
  • EPIQ Capital Group first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 393 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.