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

Other funds holding BSCP

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Lineweaver Wealth Advisors's BSCP Position: Q4 2023 in Review

Lineweaver Wealth Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2023, closing a stake of 10,978 shares — an estimated $221K sold.

Lineweaver Wealth Advisors first reported a position in BSCP in Q4 2019 and held it in 16 quarters. The position peaked at $341K in Q4 2020. 352 funds tracked by Wall St. Rank hold BSCP as of Q4 2023.

Lineweaver Wealth Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Lineweaver Wealth Advisors sold 10,978 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2023, an estimated $221K.
Lineweaver Wealth Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2019 and held it in 16 quarters.
Lineweaver Wealth Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $341K in Q4 2020.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.