LAS
BSCP

Lloyd Advisory Services’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Lloyd Advisory Services’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 		– Sell
-26,424
Closed -$968K – 104
2024
Q1 		$968K Buy
+26,424
New +$540K 0.21% 86

Other funds holding BSCP

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

Lloyd Advisory Services's BSCP Position: Q2 2024 in Review

Lloyd Advisory Services sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2024, closing a stake of 26,424 shares — an estimated $968K sold.

Lloyd Advisory Services first reported a position in BSCP in Q1 2024 and held it in 1 quarter. The position peaked at $968K in Q1 2024. 361 funds tracked by Wall St. Rank hold BSCP as of Q2 2024.

  • Lloyd Advisory Services reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Lloyd Advisory Services sold 26,424 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2024, an estimated $968K.
  • Lloyd Advisory Services first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Lloyd Advisory Services's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $968K in Q1 2024.
  • 361 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2024.

Based on Lloyd Advisory Services's 13F filing for Q2 2024, filed 5 Aug 2024.