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

Focus Financial Network’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 Q1	–	Sell	-24,430	Closed	-$500K	–	644
2023 Q4	$500K	Buy	24,430 +4,345	+22%	+$87.9K	0.02%	457
2023 Q3	$404K	Sell	20,085 -5	-0%	-$101	0.02%	398
2023 Q2	$404K	Buy	20,090 +155	+0.8%	+$3.14K	0.02%	406
2023 Q1	$404K	Buy	+19,935	New	+$403K	0.03%	389
2021 Q1	–	Sell	-12,626	Closed	-$286K	–	406
2020 Q4	$286K	Buy	12,626 +68	+0.5%	+$1.53K	0.03%	356
2020 Q3	$281K	Buy	12,558 +76	+0.6%	+$1.7K	0.03%	356
2020 Q2	$277K	Buy	12,482 +88	+0.7%	+$1.91K	0.03%	312
2020 Q1	$255K	Buy	12,394 +91	+0.7%	+$1.94K	0.03%	299
2019 Q4	$264K	Buy	+12,303	New	+$263K	0.03%	337

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

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

MFWM

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

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

RJFSA

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

BCM

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

Focus Financial Network's BSCP Position: Q1 2024 in Review

Focus Financial Network sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2024, closing a stake of 24,430 shares — an estimated $500K sold.

Focus Financial Network first reported a position in BSCP in Q4 2019 and held it in 9 quarters. The position peaked at $500K in Q4 2023. 355 funds tracked by Wall St. Rank hold BSCP as of Q1 2024.

Focus Financial Network reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Focus Financial Network sold 24,430 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2024, an estimated $500K.
Focus Financial Network first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2019 and held it in 9 quarters.
Focus Financial Network's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $500K in Q4 2023.
355 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.