NPP
BSCP

New Potomac Partners’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

New Potomac 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
Q3 		$3.01M Buy
145,985
+3,675
+3% +$75.6K 1.55% 26
2024
Q2 		$2.91M Buy
142,310
+1,600
+1% +$32.7K 1.59% 24
2024
Q1 		$2.87M Buy
140,710
+8,740
+7% +$179K 1.6% 27
2023
Q4 		$2.7M Buy
131,970
+15,200
+13% +$308K 1.61% 24
2023
Q3 		$2.35M Buy
116,770
+2,350
+2% +$47.4K 1.62% 22
2023
Q2 		$2.3M Sell
114,420
-1,560
-1% -$31.6K 1.52% 28
2023
Q1 		$2.35M Buy
115,980
+4,195
+4% +$84.8K 1.63% 27
2022
Q4 		$2.25M Buy
111,785
+28,785
+35% +$577K 1.67% 26
2022
Q3 		$1.66M Sell
83,000
-560
-0.7% -$11.4K 1.4% 36
2022
Q2 		$1.71M Sell
83,560
-725
-0.9% -$14.9K 1.37% 34
2022
Q1 		$1.76M Buy
84,285
+2,830
+3% +$60.4K 1.24% 38
2021
Q4 		$1.78M Buy
81,455
+8,765
+12% +$193K 1.16% 39
2021
Q3 		$1.61M Buy
72,690
+18,430
+34% +$411K 1.11% 38
2021
Q2 		$1.21M Buy
54,260
+6,510
+14% +$145K 0.82% 42
2021
Q1 		$1.06M Buy
47,750
+2,650
+6% +$59.3K 0.78% 44
2020
Q4 		$1.02M Buy
45,100
+10,430
+30% +$234K 0.74% 45
2020
Q3 		$775K Buy
34,670
+33,670
+3,367% +$755K 0.62% 47
2020
Q2 		$22K Buy
+1,000
New +$21.7K 0.02% 106

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $6.59M AUM 15.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

New Potomac Partners's BSCP Position: Q3 2024 in Review

New Potomac Partners increased its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) stake by 2.6% in Q3 2024, buying an estimated $75.6K and bringing the position to 145,985 shares worth $3.01M. The position accounts for 1.55% of the portfolio, ranked #26.

New Potomac Partners first reported a position in BSCP in Q2 2020 and has held it in 18 quarters since. 367 funds tracked by Wall St. Rank hold BSCP as of Q3 2024.

  • New Potomac Partners held 145,985 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $3.01M as of Q3 2024.
  • New Potomac Partners bought 3,675 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2024, an estimated $75.6K.
  • Invesco BulletShares 2025 Corporate Bond ETF made up 1.55% of New Potomac Partners's portfolio in Q3 2024, its #26 holding.
  • New Potomac Partners first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2020 and has held it in 18 quarters since.
  • 367 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.