Legacy Financial Group (Iowa)’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Legacy Financial Group (Iowa)’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	-2,195	Closed	-$44.1K	–	87
2023 Q3	$44.1K	Buy	+2,195	New	+$44.2K	0.01%	191
2021 Q4	–	Sell	-11,377	Closed	-$253K	–	37
2021 Q3	$253K	Sell	11,377 -1,290	-10%	-$28.8K	0.08%	59
2021 Q2	$283K	Sell	12,667 -2,853	-18%	-$63.6K	0.09%	64
2021 Q1	$344K	Sell	15,520 -1,047	-6%	-$23.4K	0.12%	58
2020 Q4	$375K	Buy	+16,567	New	+$372K	0.14%	51

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

Legacy Financial Group (Iowa)'s BSCP Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2023, closing a stake of 2,195 shares — an estimated $44.1K sold.

Legacy Financial Group (Iowa) first reported a position in BSCP in Q4 2020 and held it in 5 quarters. The position peaked at $375K in Q4 2020. 352 funds tracked by Wall St. Rank hold BSCP as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 2,195 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2023, an estimated $44.1K.
Legacy Financial Group (Iowa) first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
Legacy Financial Group (Iowa)'s Invesco BulletShares 2025 Corporate Bond ETF position peaked at $375K in Q4 2020.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.