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

Masso Torrence 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
2022 Q4	–	Sell	-15,095	Closed	-$301K	–	91
2022 Q3	$301K	Buy	+15,095	New	+$308K	0.27%	62
2022 Q1	–	Sell	-4,750	Closed	-$104K	–	107
2021 Q4	$104K	Buy	+4,750	New	+$105K	0.07%	111

Other funds holding BSCP

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Masso Torrence Wealth Management's BSCP Position: Q4 2022 in Review

Masso Torrence Wealth Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2022, closing a stake of 15,095 shares — an estimated $301K sold.

Masso Torrence Wealth Management first reported a position in BSCP in Q4 2021 and held it in 2 quarters. The position peaked at $301K in Q3 2022. 298 funds tracked by Wall St. Rank hold BSCP as of Q4 2022.

Masso Torrence Wealth Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Masso Torrence Wealth Management sold 15,095 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2022, an estimated $301K.
Masso Torrence Wealth Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
Masso Torrence Wealth Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $301K in Q3 2022.
298 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.