PSF
BSCP

Pacific Sun Financial’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Pacific Sun Financial’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
2018
Q1 		– Sell
-97,415
Closed -$2.02M – 125
2017
Q4 		$2.02M Buy
+97,415
New +$2.02M 1.1% 31

Other funds holding BSCP

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
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HR
Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return

Pacific Sun Financial's BSCP Position: Q1 2018 in Review

Pacific Sun Financial sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2018, closing a stake of 97,415 shares — an estimated $2.02M sold.

Pacific Sun Financial first reported a position in BSCP in Q4 2017 and held it in 1 quarter. The position peaked at $2.02M in Q4 2017. 29 funds tracked by Wall St. Rank hold BSCP as of Q1 2018.

  • Pacific Sun Financial reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Pacific Sun Financial sold 97,415 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2018, an estimated $2.02M.
  • Pacific Sun Financial first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Pacific Sun Financial's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $2.02M in Q4 2017.
  • 29 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.