Householder Group Estate & Retirement Specialist’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Householder Group Estate & Retirement Specialist’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	$6K	Sell	297 -24,807	-99%	-$512K	﹤0.01%	409
2024 Q3	$518K	Sell	25,104 -1,199	-5%	-$24.7K	0.15%	135
2024 Q2	$537K	Sell	26,303 -392	-1%	-$8.02K	0.15%	127
2024 Q1	$545K	Buy	26,695 +292	+1%	+$5.97K	0.16%	129
2023 Q4	$540K	Buy	26,403 +1,702	+7%	+$34.4K	0.18%	110
2023 Q3	$497K	Buy	+24,701	New	+$498K	0.18%	106
2023 Q1	$534K	Buy	+26,349	New	+$532K	0.2%	100
2022 Q4	–	Sell	-32,360	Closed	-$645K	–	418
2022 Q3	$645K	Sell	32,360 -8,666	-21%	-$177K	0.27%	83
2022 Q2	$839K	Sell	41,026 -10,832	-21%	-$223K	0.37%	60
2022 Q1	$1.08M	Sell	51,858 -2,717	-5%	-$58K	0.44%	55
2021 Q4	$1.2M	Buy	+54,575	New	+$1.2M	0.45%	62

Other funds holding BSCP

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $6.59M AUM 15.17% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BSCP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) stake by 99% in Q4 2024, selling an estimated $512K and leaving 297 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Householder Group Estate & Retirement Specialist first reported a position in BSCP in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.2M in Q4 2021. 393 funds tracked by Wall St. Rank hold BSCP as of Q4 2024.

Householder Group Estate & Retirement Specialist held 297 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $6K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 24,807 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2024, an estimated $512K.
Invesco BulletShares 2025 Corporate Bond ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #409 holding.
Householder Group Estate & Retirement Specialist first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $1.2M in Q4 2021.
393 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.