Meridian Financial Partners’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Meridian Financial Partners’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	-11,675	Closed	-$239K	–	83
2024 Q1	$239K	Hold	11,675	–	–	0.31%	38
2023 Q4	$239K	Hold	11,675	–	–	0.25%	48
2023 Q3	$235K	Sell	11,675 -560	-5%	-$11.3K	0.24%	45
2023 Q2	$247K	Hold	12,235	–	–	0.15%	76
2023 Q1	$249K	Hold	12,235	–	–	0.28%	40
2022 Q4	$249K	Hold	12,235	–	–	0.28%	46
2022 Q3	$242K	Hold	12,235	–	–	0.34%	39
2022 Q2	$252K	Buy	+12,235	New	+$252K	0.17%	80
2021 Q4	–	Sell	-9,590	Closed	-$212K	–	84
2021 Q3	$212K	Buy	+9,590	New	+$214K	0.14%	77

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Meridian Financial Partners's BSCP Position: Q2 2024 in Review

Meridian Financial Partners sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2024, closing a stake of 11,675 shares — an estimated $239K sold.

Meridian Financial Partners first reported a position in BSCP in Q3 2021 and held it in 9 quarters. The position peaked at $252K in Q2 2022. 361 funds tracked by Wall St. Rank hold BSCP as of Q2 2024.

Meridian Financial Partners reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Meridian Financial Partners sold 11,675 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2024, an estimated $239K.
Meridian Financial Partners first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2021 and held it in 9 quarters.
Meridian Financial Partners's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $252K in Q2 2022.
361 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2024.

Based on Meridian Financial Partners's 13F filing for Q2 2024, filed 19 Jul 2024.