Kingsview Wealth Management’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Kingsview 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
2024 Q2	–	Sell	-16,636	Closed	-$340K	–	1042
2024 Q1	$340K	Sell	16,636 -5,381	-24%	-$110K	0.01%	774
2023 Q4	$450K	Sell	22,017 -303	-1%	-$6.13K	0.01%	659
2023 Q3	$449K	Buy	22,320 +1,400	+7%	+$28.2K	0.02%	644
2023 Q2	$421K	Buy	20,920 +894	+4%	+$18.1K	0.02%	639
2023 Q1	$406K	Sell	20,026 -628	-3%	-$12.7K	0.02%	632
2022 Q4	$416K	Buy	20,654 +2,064	+11%	+$41.4K	0.02%	562
2022 Q3	$371K	Buy	18,590 +1,691	+10%	+$34.5K	0.02%	579
2022 Q2	$345K	Sell	16,899 -7,802	-32%	-$161K	0.02%	620
2022 Q1	$516K	Buy	24,701 +757	+3%	+$16.2K	0.02%	562
2021 Q4	$524K	Buy	23,944 +2,882	+14%	+$63.4K	0.02%	559
2021 Q3	$467K	Buy	21,062 +1,209	+6%	+$27K	0.02%	566
2021 Q2	$443K	Buy	19,853 +1,307	+7%	+$29.2K	0.02%	593
2021 Q1	$411K	Buy	18,546 +2,046	+12%	+$45.8K	0.02%	557
2020 Q4	$373K	Buy	16,500 +4,758	+41%	+$107K	0.03%	512
2020 Q3	$262K	Buy	+11,742	New	+$263K	0.02%	508

Other funds holding BSCP

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SAS

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

MFWM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kingsview Wealth Management's BSCP Position: Q2 2024 in Review

Kingsview Wealth Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2024, closing a stake of 16,636 shares — an estimated $340K sold.

Kingsview Wealth Management first reported a position in BSCP in Q3 2020 and held it in 15 quarters. The position peaked at $524K in Q4 2021. 361 funds tracked by Wall St. Rank hold BSCP as of Q2 2024.

Kingsview Wealth Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Kingsview Wealth Management sold 16,636 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2024, an estimated $340K.
Kingsview Wealth Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2020 and held it in 15 quarters.
Kingsview Wealth Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $524K in Q4 2021.
361 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.