ICG
BSCP

InterOcean Capital Group’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

InterOcean Capital Group’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 		$306K Buy
14,980
+4,880
+48% +$99.8K 0.01% 387
2023
Q4 		$207K Buy
10,100
+130
+1% +$2.63K 0.01% 439
2023
Q3 		$200K Buy
+9,970
New +$201K 0.01% 420

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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

InterOcean Capital Group's BSCP Position: Q1 2024 in Review

InterOcean Capital Group increased its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) stake by 48% in Q1 2024, buying an estimated $99.8K and bringing the position to 14,980 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #387.

InterOcean Capital Group first reported a position in BSCP in Q3 2023 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold BSCP as of Q1 2024.

  • InterOcean Capital Group held 14,980 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $306K as of Q1 2024.
  • InterOcean Capital Group bought 4,880 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2024, an estimated $99.8K.
  • Invesco BulletShares 2025 Corporate Bond ETF made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #387 holding.
  • InterOcean Capital Group first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.