Financial Futures’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Financial Futures’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 Q3	–	Sell	-48,365	Closed	-$974K	–	53
2023 Q2	$974K	Hold	48,365	–	–	0.77%	31
2023 Q1	$981K	Sell	48,365 -3,201	-6%	-$64.7K	0.83%	30
2022 Q4	$1.04M	Sell	51,566 -586	-1%	-$11.7K	0.94%	26
2022 Q3	$1.04M	Buy	+52,152	New	+$1.06M	1%	25

Other funds holding BSCP

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Financial Futures's BSCP Position: Q3 2023 in Review

Financial Futures sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q3 2023, closing a stake of 48,365 shares — an estimated $974K sold.

Financial Futures first reported a position in BSCP in Q3 2022 and held it in 4 quarters. The position peaked at $1.04M in Q3 2022. 323 funds tracked by Wall St. Rank hold BSCP as of Q3 2023.

Financial Futures reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Financial Futures sold 48,365 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2023, an estimated $974K.
Financial Futures first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2022 and held it in 4 quarters.
Financial Futures's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $1.04M in Q3 2022.
323 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2023.

Based on Financial Futures's 13F filing for Q3 2023, filed 27 Oct 2023.