MPW
BSCP

Monterey Private Wealth’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Monterey Private Wealth’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
2025
Q1 		$631K Buy
30,497
+9,589
+46% +$198K 0.19% 54
2024
Q4 		$432K Buy
20,908
+3,169
+18% +$65.4K 0.14% 72
2024
Q3 		$366K Buy
+17,739
New +$365K 0.12% 78

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Monterey Private Wealth's BSCP Position: Q1 2025 in Review

Monterey Private Wealth increased its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) stake by 46% in Q1 2025, buying an estimated $198K and bringing the position to 30,497 shares worth $631K. The position accounts for 0.19% of the portfolio, ranked #54.

Monterey Private Wealth first reported a position in BSCP in Q3 2024 and has held it in 3 quarters since. 384 funds tracked by Wall St. Rank hold BSCP as of Q1 2025.

  • Monterey Private Wealth held 30,497 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $631K as of Q1 2025.
  • Monterey Private Wealth bought 9,589 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2025, an estimated $198K.
  • Invesco BulletShares 2025 Corporate Bond ETF made up 0.19% of Monterey Private Wealth's portfolio in Q1 2025, its #54 holding.
  • Monterey Private Wealth first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 384 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.