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LWA
BSCP
Lineweaver Wealth Advisors’s
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
Stock Holding History
Lineweaver Wealth 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
2023
Q4
–
Sell
-10,978
Closed
-$221K
–
130
2023
Q3
$221K
Buy
10,978
+97
+0.9%
+$1.96K
0.06%
125
2023
Q2
$219K
Sell
10,881
-2,110
-16%
-$42.7K
0.06%
109
2023
Q1
$263K
Buy
12,991
+96
+0.7%
+$1.94K
0.08%
111
2022
Q4
$260K
Buy
12,895
+88
+0.7%
+$1.76K
0.08%
111
2022
Q3
$255K
Buy
12,807
+76
+0.6%
+$1.55K
0.08%
112
2022
Q2
$260K
Sell
12,731
-737
-5%
-$15.2K
0.09%
112
2022
Q1
$281K
Buy
13,468
+57
+0.4%
+$1.22K
0.08%
119
2021
Q4
$293K
Sell
13,411
-1,866
-12%
-$41.1K
0.08%
109
2021
Q3
$339K
Buy
15,277
+63
+0.4%
+$1.41K
0.1%
100
2021
Q2
$339K
Buy
15,214
+66
+0.4%
+$1.47K
0.11%
93
2021
Q1
$335K
Buy
15,148
+69
+0.5%
+$1.54K
0.12%
84
2020
Q4
$341K
Buy
15,079
+558
+4%
+$12.5K
0.13%
70
2020
Q3
$324K
Buy
14,521
+54
+0.4%
+$1.21K
0.14%
66
2020
Q2
$321K
Sell
14,467
-1,329
-8%
-$28.8K
0.16%
59
2020
Q1
$324K
Buy
15,796
+1,481
+10%
+$31.5K
0.2%
52
2019
Q4
$307K
Buy
+14,315
New
+$306K
0.17%
51
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1-Year Est. Return
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19.32%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
MFWM
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$884M AUM
5.86%
1-Year Est. Return
Ameriprise
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$431B AUM
30.22%
1-Year Est. Return
RJFSA
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$75B AUM
31.89%
1-Year Est. Return
BCM
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$8.75B AUM
16.46%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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