Higgins & Schmidt Wealth Strategies’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Higgins & Schmidt Wealth Strategies’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 Q4	–	Sell	-34,522	Closed	-$713K	–	47
2024 Q3	$713K	Buy	34,522 +1,935	+6%	+$39.8K	0.46%	28
2024 Q2	$666K	Buy	32,587 +2,875	+10%	+$58.8K	0.48%	26
2024 Q1	$607K	Buy	29,712 +1,322	+5%	+$27K	0.45%	26
2023 Q4	$581K	Buy	+28,390	New	+$575K	0.47%	26

Other funds holding BSCP

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

SAS

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

MFWM

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

Higgins & Schmidt Wealth Strategies's BSCP Position: Q4 2024 in Review

Higgins & Schmidt Wealth Strategies sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2024, closing a stake of 34,522 shares — an estimated $713K sold.

Higgins & Schmidt Wealth Strategies first reported a position in BSCP in Q4 2023 and held it in 4 quarters. The position peaked at $713K in Q3 2024. 393 funds tracked by Wall St. Rank hold BSCP as of Q4 2024.

Higgins & Schmidt Wealth Strategies reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Higgins & Schmidt Wealth Strategies sold 34,522 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2024, an estimated $713K.
Higgins & Schmidt Wealth Strategies first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
Higgins & Schmidt Wealth Strategies's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $713K in Q3 2024.
393 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2024.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q4 2024, filed 25 Mar 2025.