OPS
BSCP

Orion Portfolio Solutions’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-230
Closed -$5K – 644
2020
Q2 		$5K Buy
+230
New +$4.99K ﹤0.01% 1443

Other funds holding BSCP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orion Portfolio Solutions's BSCP Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q3 2020, closing a stake of 230 shares — an estimated $5K sold.

Orion Portfolio Solutions first reported a position in BSCP in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 133 funds tracked by Wall St. Rank hold BSCP as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 230 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2020, an estimated $5K.
  • Orion Portfolio Solutions first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $5K in Q2 2020.
  • 133 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.