Estate Counselors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Estate Counselors’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
2022 Q1	–	Sell	-2,400	Closed	-$52K	–	163
2021 Q4	$52K	Sell	2,400 -17,500	-88%	-$385K	0.01%	156
2021 Q3	$441K	Sell	19,900 -13,650	-41%	-$304K	0.06%	121
2021 Q2	$748K	Buy	33,550 +4,750	+16%	+$106K	0.1%	111
2021 Q1	$638K	Buy	28,800 +20,150	+233%	+$451K	0.09%	119
2020 Q4	$196K	Buy	+8,650	New	+$194K	0.03%	101

Other funds holding BSCP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Estate Counselors's BSCP Position: Q1 2022 in Review

Estate Counselors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2022, closing a stake of 2,400 shares — an estimated $52K sold.

Estate Counselors first reported a position in BSCP in Q4 2020 and held it in 5 quarters. The position peaked at $748K in Q2 2021. 219 funds tracked by Wall St. Rank hold BSCP as of Q1 2022.

Estate Counselors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Estate Counselors sold 2,400 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2022, an estimated $52K.
Estate Counselors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
Estate Counselors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $748K in Q2 2021.
219 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2022.

Based on Estate Counselors's 13F filing for Q1 2022, filed 9 May 2022.