Financial Gravity Asset Management’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Financial Gravity Asset Management’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 Q2	$57.3K	Sell	2,800 -3,015	-52%	-$61.6K	0.01%	245
2024 Q1	$119K	Buy	5,815 +3,015	+108%	+$61.6K	0.02%	262
2023 Q4	$57.3K	Buy	+2,800	New	+$56.7K	﹤0.01%	577
2023 Q3	–	Sell	-20	Closed	-$5.12K	–	1306
2023 Q2	$5.12K	Buy	+20	New	+$405	0.01%	472
2023 Q1	–	Sell	-20	Closed	-$5.37K	–	1195
2022 Q4	$5.37K	Buy	+20	New	+$401	0.03%	380
2021 Q3	–	Sell	-77	Closed	-$25K	–	955
2021 Q2	$25K	Buy	+77	New	+$1.72K	0.01%	764

Other funds holding BSCP

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

MFWM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Gravity Asset Management's BSCP Position: Q2 2024 in Review

Financial Gravity Asset Management reduced its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) stake by 52% in Q2 2024, selling an estimated $61.6K and leaving 2,800 shares worth $57.3K. The position accounts for 0.01% of the portfolio, ranked #245.

Financial Gravity Asset Management first reported a position in BSCP in Q2 2021 and has held it in 6 quarters since. The position peaked at $119K in Q1 2024. 361 funds tracked by Wall St. Rank hold BSCP as of Q2 2024.

Financial Gravity Asset Management held 2,800 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $57.3K as of Q2 2024.
Financial Gravity Asset Management sold 3,015 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2024, an estimated $61.6K.
Invesco BulletShares 2025 Corporate Bond ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #245 holding.
Financial Gravity Asset Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2021 and has held it in 6 quarters since.
Financial Gravity Asset Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $119K in Q1 2024.
361 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.