LWCFA
BSCP

Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2024
Q4 		– Sell
-1,250
Closed -$25.8K – 561
2024
Q3 		$25.8K Buy
+1,250
New +$25.7K ﹤0.01% 438

Other funds holding BSCP

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BSCP Position: Q4 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2024, closing a stake of 1,250 shares — an estimated $25.8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BSCP in Q3 2024 and held it in 1 quarter. The position peaked at $25.8K in Q3 2024. 393 funds tracked by Wall St. Rank hold BSCP as of Q4 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,250 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2024, an estimated $25.8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $25.8K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.