HCWM
BSCP

Harrison & Co Wealth Management’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Harrison & Co Wealth 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
2022
Q4 		$1.36M Buy
67,564
+1,202
+2% +$24.1K 1.32% 19
2022
Q3 		$1.32M Buy
+66,362
New +$1.35M 1.4% 19

Other funds holding BSCP

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Harrison & Co Wealth Management's BSCP Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) stake by 1.8% in Q4 2022, buying an estimated $24.1K and bringing the position to 67,564 shares worth $1.36M. The position accounts for 1.32% of the portfolio, ranked #19.

Harrison & Co Wealth Management first reported a position in BSCP in Q3 2022 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold BSCP as of Q4 2022.

  • Harrison & Co Wealth Management held 67,564 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $1.36M as of Q4 2022.
  • Harrison & Co Wealth Management bought 1,202 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2022, an estimated $24.1K.
  • Invesco BulletShares 2025 Corporate Bond ETF made up 1.32% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #19 holding.
  • Harrison & Co Wealth Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2022 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.