Latitude Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Latitude Advisors’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	–	Sell	-10,633	Closed	-$220K	–	189
2024 Q3	$220K	Buy	+10,633	New	+$219K	0.12%	176
2024 Q2	–	Sell	-10,045	Closed	-$205K	–	181
2024 Q1	$205K	Buy	10,045 +19	+0.2%	+$388	0.13%	173
2023 Q4	$205K	Buy	10,026 +17	+0.2%	+$344	0.14%	161
2023 Q3	$201K	Buy	+10,009	New	+$202K	0.14%	160

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

Latitude Advisors's BSCP Position: Q4 2024 in Review

Latitude Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2024, closing a stake of 10,633 shares — an estimated $220K sold.

Latitude Advisors first reported a position in BSCP in Q3 2023 and held it in 4 quarters. The position peaked at $220K in Q3 2024. 393 funds tracked by Wall St. Rank hold BSCP as of Q4 2024.

Latitude Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Latitude Advisors sold 10,633 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2024, an estimated $220K.
Latitude Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2023 and held it in 4 quarters.
Latitude Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $220K in Q3 2024.
393 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2024.

Based on Latitude Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.