Kades & Cheifetz’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Kades & Cheifetz’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	$521K	Sell	25,222 -5,004	-17%	-$103K	0.27%	66
2024 Q3	$624K	Buy	30,226 +282	+0.9%	+$5.8K	0.36%	55
2024 Q2	$612K	Buy	29,944 +13,704	+84%	+$280K	0.39%	53
2024 Q1	$332K	Buy	16,240 +2,350	+17%	+$48K	0.21%	71
2023 Q4	$284K	Buy	13,890 +916	+7%	+$18.5K	0.2%	72
2023 Q3	$261K	Buy	12,974 +76	+0.6%	+$1.53K	0.21%	63
2023 Q2	$260K	Hold	12,898	–	–	0.2%	68
2023 Q1	$262K	Buy	12,898 +1,114	+9%	+$22.5K	0.21%	68
2022 Q4	$237K	Buy	+11,784	New	+$236K	0.2%	72

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

Kades & Cheifetz's BSCP Position: Q4 2024 in Review

Kades & Cheifetz reduced its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) stake by 17% in Q4 2024, selling an estimated $103K and leaving 25,222 shares worth $521K. The position accounts for 0.27% of the portfolio, ranked #66.

Kades & Cheifetz first reported a position in BSCP in Q4 2022 and has held it in 9 quarters since. The position peaked at $624K in Q3 2024. 393 funds tracked by Wall St. Rank hold BSCP as of Q4 2024.

Kades & Cheifetz held 25,222 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $521K as of Q4 2024.
Kades & Cheifetz sold 5,004 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2024, an estimated $103K.
Invesco BulletShares 2025 Corporate Bond ETF made up 0.27% of Kades & Cheifetz's portfolio in Q4 2024, its #66 holding.
Kades & Cheifetz first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2022 and has held it in 9 quarters since.
Kades & Cheifetz's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $624K in Q3 2024.
393 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.