PMFA
BSCP

Plante Moran Financial Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Plante Moran Financial Advisors’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
Q2 		– Sell
-98
Closed -$2K – 754
2020
Q1 		$2K Buy
+98
New +$2.09K ﹤0.01% 641

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PV
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MFWM
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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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Plante Moran Financial Advisors's BSCP Position: Q2 2020 in Review

Plante Moran Financial Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2020, closing a stake of 98 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in BSCP in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 127 funds tracked by Wall St. Rank hold BSCP as of Q2 2020.

  • Plante Moran Financial Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 98 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2020, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $2K in Q1 2020.
  • 127 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.