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BSCP

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

FCG 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
2020
Q3 		$1.48M Buy
66,362
+15,737
+31% +$353K 0.35% 44
2020
Q2 		$1.13M Hold
50,625
– – 0.29% 51
2020
Q1 		$1.04M Buy
50,625
+34,095
+206% +$726K 0.3% 51
2019
Q4 		$355K Buy
+16,530
New +$354K 0.1% 107

Other funds holding BSCP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FCG Advisors's BSCP Position: Q3 2020 in Review

FCG Advisors increased its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) stake by 31% in Q3 2020, buying an estimated $353K and bringing the position to 66,362 shares worth $1.48M. The position accounts for 0.35% of the portfolio, ranked #44.

FCG Advisors first reported a position in BSCP in Q4 2019 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold BSCP as of Q3 2020.

  • FCG Advisors held 66,362 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $1.48M as of Q3 2020.
  • FCG Advisors bought 15,737 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2020, an estimated $353K.
  • Invesco BulletShares 2025 Corporate Bond ETF made up 0.35% of FCG Advisors's portfolio in Q3 2020, its #44 holding.
  • FCG Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.