Mascoma Wealth Management’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Mascoma Wealth Management’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 Q3	–	Sell	-545	Closed	-$11.1K	–	467
2024 Q2	$11.1K	Hold	545	–	–	﹤0.01%	325
2024 Q1	$11.1K	Hold	545	–	–	﹤0.01%	306
2023 Q4	$11.1K	Hold	545	–	–	﹤0.01%	314
2023 Q3	$11K	Hold	545	–	–	﹤0.01%	318
2023 Q2	$11K	Hold	545	–	–	﹤0.01%	314
2023 Q1	$11.1K	Hold	545	–	–	﹤0.01%	393
2022 Q4	$11K	Buy	+545	New	+$10.9K	﹤0.01%	394

Other funds holding BSCP

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mascoma Wealth Management's BSCP Position: Q3 2024 in Review

Mascoma Wealth Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q3 2024, closing a stake of 545 shares — an estimated $11.1K sold.

Mascoma Wealth Management first reported a position in BSCP in Q4 2022 and held it in 7 quarters. The position peaked at $11.1K in Q4 2023. 367 funds tracked by Wall St. Rank hold BSCP as of Q3 2024.

Mascoma Wealth Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Mascoma Wealth Management sold 545 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2024, an estimated $11.1K.
Mascoma Wealth Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
Mascoma Wealth Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $11.1K in Q4 2023.
367 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2024.

Based on Mascoma Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.