Lehman & Derafelo Financial Resources’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Lehman & Derafelo Financial Resources’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
2019 Q2	–	Sell	-5,012	Closed	-$103K	–	187
2019 Q1	$103K	Hold	5,012	–	–	0.04%	105
2018 Q4	$99K	Buy	+5,012	New	+$98.1K	0.05%	96

Other funds holding BSCP

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

RJFSA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Lehman & Derafelo Financial Resources's BSCP Position: Q2 2019 in Review

Lehman & Derafelo Financial Resources sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2019, closing a stake of 5,012 shares — an estimated $103K sold.

Lehman & Derafelo Financial Resources first reported a position in BSCP in Q4 2018 and held it in 2 quarters. The position peaked at $103K in Q1 2019. 76 funds tracked by Wall St. Rank hold BSCP as of Q2 2019.

Lehman & Derafelo Financial Resources reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 5,012 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2019, an estimated $103K.
Lehman & Derafelo Financial Resources first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
Lehman & Derafelo Financial Resources's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $103K in Q1 2019.
76 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2019.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2019, filed 14 Aug 2019.