Laffer Tengler Investments’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Laffer Tengler Investments’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
2023 Q4	–	Sell	-172	Closed	-$3.46K	–	418
2023 Q3	$3.46K	Sell	172 -1,046	-86%	-$21.1K	﹤0.01%	294
2023 Q2	$24.5K	Sell	1,218 -692	-36%	-$14K	0.01%	345
2023 Q1	$38.7K	Sell	1,910 -671	-26%	-$13.6K	0.01%	335
2022 Q4	$52K	Sell	2,581 -1,151	-31%	-$23.1K	0.02%	305
2022 Q3	$74.4K	Sell	3,732 -448	-11%	-$9.15K	0.03%	232
2022 Q2	$85.4K	Sell	4,180 -1,207	-22%	-$24.9K	0.03%	227
2022 Q1	$113K	Sell	5,387 -240	-4%	-$5.12K	0.03%	237
2021 Q4	$123K	Sell	5,627 -950	-14%	-$20.9K	0.04%	241
2021 Q3	$146K	Buy	6,577 +840	+15%	+$18.7K	0.04%	241
2021 Q2	$128K	Sell	5,737 -1,013	-15%	-$22.6K	0.05%	193
2021 Q1	$150K	Hold	6,750	–	–	0.06%	193
2020 Q4	$153K	Hold	6,750	–	–	0.06%	172
2020 Q3	$151K	Hold	6,750	–	–	0.08%	154
2020 Q2	$150K	Buy	+6,750	New	+$146K	0.09%	141

Other funds holding BSCP

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

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

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

MFWM

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

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

Laffer Tengler Investments's BSCP Position: Q4 2023 in Review

Laffer Tengler Investments sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2023, closing a stake of 172 shares — an estimated $3.46K sold.

Laffer Tengler Investments first reported a position in BSCP in Q2 2020 and held it in 14 quarters. The position peaked at $153K in Q4 2020. 352 funds tracked by Wall St. Rank hold BSCP as of Q4 2023.

Laffer Tengler Investments reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Laffer Tengler Investments sold 172 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2023, an estimated $3.46K.
Laffer Tengler Investments first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2020 and held it in 14 quarters.
Laffer Tengler Investments's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $153K in Q4 2020.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2023.

Based on Laffer Tengler Investments's 13F filing for Q4 2023, filed 8 Feb 2024.