Money Concepts Capital’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Money Concepts Capital’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
2023 Q2	–	Sell	-12,804	Closed	-$119K	–	376
2023 Q1	$119K	Buy	12,804 +6,943	+118%	+$140K	0.01%	436
2022 Q4	$118K	Buy	5,861 +275	+5%	+$5.51K	0.01%	901
2022 Q3	$111K	Hold	5,586	–	–	0.01%	555
2022 Q2	$115K	Buy	5,586 +613	+12%	+$12.6K	0.01%	537
2022 Q1	$104K	Buy	4,973 +479	+11%	+$10.2K	0.01%	974
2021 Q4	$98K	Buy	+4,494	New	+$98.9K	0.01%	554
2021 Q1	$100K	Hold	4,494	–	–	0.01%	518
2020 Q4	$102K	Buy	+4,494	New	+$101K	0.01%	463

Other funds holding BSCP

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Money Concepts Capital's BSCP Position: Q2 2023 in Review

Money Concepts Capital sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2023, closing a stake of 12,804 shares — an estimated $119K sold.

Money Concepts Capital first reported a position in BSCP in Q4 2020 and held it in 8 quarters. The position peaked at $119K in Q1 2023. 315 funds tracked by Wall St. Rank hold BSCP as of Q2 2023.

Money Concepts Capital reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Money Concepts Capital sold 12,804 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2023, an estimated $119K.
Money Concepts Capital first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
Money Concepts Capital's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $119K in Q1 2023.
315 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.