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

Levy Wealth Management Group’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	$305K	Hold	14,908	–	–	0.08%	80
2024 Q1	$305K	Hold	14,908	–	–	0.09%	77
2023 Q4	$305K	Hold	14,908	–	–	0.09%	77
2023 Q3	$300K	Hold	14,908	–	–	0.09%	80
2023 Q2	$300K	Hold	14,908	–	–	0.09%	84
2023 Q1	$302K	Buy	+14,908	New	+$301K	0.09%	83

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

Levy Wealth Management Group's BSCP Position: Q2 2024 in Review

Levy Wealth Management Group held its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) position steady in Q2 2024 at 14,908 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #80.

Levy Wealth Management Group first reported a position in BSCP in Q1 2023 and has held it in 6 quarters since. The position peaked at $305K in Q1 2024. 361 funds tracked by Wall St. Rank hold BSCP as of Q2 2024.

Levy Wealth Management Group held 14,908 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $305K as of Q2 2024.
Levy Wealth Management Group left its Invesco BulletShares 2025 Corporate Bond ETF share count unchanged in Q2 2024.
Invesco BulletShares 2025 Corporate Bond ETF made up 0.08% of Levy Wealth Management Group's portfolio in Q2 2024, its #80 holding.
Levy Wealth Management Group first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2023 and has held it in 6 quarters since.
Levy Wealth Management Group's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $305K in Q1 2024.
361 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.