OFG
BSCP

Oxford Financial Group’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Oxford Financial Group’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
2022
Q2 		– Sell
-6,347
Closed -$133K – 267
2022
Q1 		$133K Hold
6,347
– – 0.02% 196
2021
Q4 		$139K Buy
+6,347
New +$140K 0.02% 206
2021
Q1 		– Sell
-6,347
Closed -$144K – 219
2020
Q4 		$144K Buy
+6,347
New +$143K 0.02% 171

Other funds holding BSCP

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oxford Financial Group's BSCP Position: Q2 2022 in Review

Oxford Financial Group sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2022, closing a stake of 6,347 shares — an estimated $133K sold.

Oxford Financial Group first reported a position in BSCP in Q4 2020 and held it in 3 quarters. The position peaked at $144K in Q4 2020. 243 funds tracked by Wall St. Rank hold BSCP as of Q2 2022.

  • Oxford Financial Group reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Oxford Financial Group sold 6,347 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2022, an estimated $133K.
  • Oxford Financial Group first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
  • Oxford Financial Group's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $144K in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2022.

Based on Oxford Financial Group's 13F filing for Q2 2022, filed 11 Aug 2022.