First Command Financial Services’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

First Command Financial Services’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 Q2	$143K	Buy	7,097 +35	+0.5%	+$709	0.01%	161
2023 Q1	$143K	Buy	7,062 +311	+5%	+$6.28K	0.01%	150
2022 Q4	$136K	Hold	6,751	–	–	0.02%	156
2022 Q3	$135K	Sell	6,751 -164	-2%	-$3.35K	0.02%	150
2022 Q2	$141K	Buy	6,915 +191	+3%	+$3.93K	0.02%	150
2022 Q1	$141K	Sell	6,724 -1,816	-21%	-$38.8K	0.02%	156
2021 Q4	$187K	Sell	8,540 -192	-2%	-$4.22K	0.03%	146
2021 Q3	$194K	Buy	8,732 +170	+2%	+$3.79K	0.03%	141
2021 Q2	$191K	Buy	8,562 +6,421	+300%	+$143K	0.02%	142
2021 Q1	$47K	Buy	+2,141	New	+$47.9K	0.01%	242
2020 Q1	–	Sell	-277,302	Closed	-$5.95M	–	344
2019 Q4	$5.95M	Sell	277,302 -4,222	-1%	-$90.4K	2.82%	10
2019 Q3	$6.02M	Sell	281,524 -12,573	-4%	-$267K	3.04%	10
2019 Q2	$6.22M	Sell	294,097 -102,939	-26%	-$2.13M	3.14%	10
2019 Q1	$8.16M	Sell	397,036 -8,029	-2%	-$162K	4.06%	9
2018 Q4	$7.96M	Sell	405,065 -335,977	-45%	-$6.58M	4.11%	10
2018 Q3	$14.7M	Buy	741,042 +90,282	+14%	+$1.79M	4.11%	9
2018 Q2	$12.9M	Buy	650,760 +342,258	+111%	+$6.77M	3.77%	10
2018 Q1	$6.18M	Buy	308,502 +51,291	+20%	+$1.04M	0.27%	18
2017 Q4	$5.32M	Buy	257,211 +37,203	+17%	+$771K	2.97%	11
2017 Q3	$4.57M	Buy	220,008 +32,173	+17%	+$668K	2.85%	11
2017 Q2	$3.88M	Buy	187,835 +39,754	+27%	+$818K	2.55%	12
2017 Q1	$3.01M	Buy	148,081 +65,587	+80%	+$1.33M	2.11%	13
2016 Q4	$1.66M	Buy	+82,494	New	+$1.7M	1.33%	19

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

ACA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

First Command Financial Services's BSCP Position: Q2 2023 in Review

First Command Financial Services increased its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) stake by 0.5% in Q2 2023, buying an estimated $709 and bringing the position to 7,097 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #161.

First Command Financial Services first reported a position in BSCP in Q4 2016 and has held it in 23 quarters since. The position peaked at $14.7M in Q3 2018. 315 funds tracked by Wall St. Rank hold BSCP as of Q2 2023.

First Command Financial Services held 7,097 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $143K as of Q2 2023.
First Command Financial Services bought 35 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2023, an estimated $709.
Invesco BulletShares 2025 Corporate Bond ETF made up 0.01% of First Command Financial Services's portfolio in Q2 2023, its #161 holding.
First Command Financial Services first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2016 and has held it in 23 quarters since.
First Command Financial Services's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $14.7M in Q3 2018.
315 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.