LifePlan Financial Group’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

LifePlan Financial 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
2020 Q3	$105K	Hold	4,676	–	–	0.05%	180
2020 Q2	$104K	Hold	4,676	–	–	0.05%	176
2020 Q1	$96K	Hold	4,676	–	–	0.05%	169
2019 Q4	$100K	Hold	4,676	–	–	0.04%	186
2019 Q3	$100K	Hold	4,676	–	–	0.05%	181
2019 Q2	$99K	Hold	4,676	–	–	0.05%	178
2019 Q1	$96K	Hold	4,676	–	–	0.05%	184
2018 Q4	$92K	Hold	4,676	–	–	0.06%	182
2018 Q3	$93K	Hold	4,676	–	–	0.05%	190
2018 Q2	$93K	Hold	4,676	–	–	0.05%	182
2018 Q1	$94K	Buy	+4,676	New	+$94.5K	0.05%	173

Other funds holding BSCP

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

MFWM

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CIM

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

LifePlan Financial Group's BSCP Position: Q3 2020 in Review

LifePlan Financial Group held its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) position steady in Q3 2020 at 4,676 shares worth $105K. The position accounts for 0.05% of the portfolio, ranked #180.

LifePlan Financial Group first reported a position in BSCP in Q1 2018 and has held it in 11 quarters since. 133 funds tracked by Wall St. Rank hold BSCP as of Q3 2020.

LifePlan Financial Group held 4,676 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $105K as of Q3 2020.
LifePlan Financial Group left its Invesco BulletShares 2025 Corporate Bond ETF share count unchanged in Q3 2020.
Invesco BulletShares 2025 Corporate Bond ETF made up 0.05% of LifePlan Financial Group's portfolio in Q3 2020, its #180 holding.
LifePlan Financial Group first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2018 and has held it in 11 quarters since.
133 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.