Midland Wealth Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Midland Wealth 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 Q2	–	Sell	-11,033	Closed	-$225K	–	219
2024 Q1	$225K	Sell	11,033 -5,147	-32%	-$105K	0.01%	182
2023 Q4	$331K	Buy	+16,180	New	+$327K	0.02%	153

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

Midland Wealth Advisors's BSCP Position: Q2 2024 in Review

Midland Wealth Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2024, closing a stake of 11,033 shares — an estimated $225K sold.

Midland Wealth Advisors first reported a position in BSCP in Q4 2023 and held it in 2 quarters. The position peaked at $331K in Q4 2023. 361 funds tracked by Wall St. Rank hold BSCP as of Q2 2024.

Midland Wealth Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Midland Wealth Advisors sold 11,033 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2024, an estimated $225K.
Midland Wealth Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
Midland Wealth Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $331K in Q4 2023.
361 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2024.

Based on Midland Wealth Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.