POM Investment Strategies’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

POM Investment Strategies’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 Q4	–	Sell	-5,224	Closed	-$108K	–	347
2024 Q3	$108K	Buy	5,224 +38	+0.7%	+$782	0.08%	49
2024 Q2	$106K	Sell	5,186 -2,048	-28%	-$41.9K	0.08%	49
2024 Q1	$148K	Buy	+7,234	New	+$148K	0.12%	40

Other funds holding BSCP

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

POM Investment Strategies's BSCP Position: Q4 2024 in Review

POM Investment Strategies sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2024, closing a stake of 5,224 shares — an estimated $108K sold.

POM Investment Strategies first reported a position in BSCP in Q1 2024 and held it in 3 quarters. The position peaked at $148K in Q1 2024. 393 funds tracked by Wall St. Rank hold BSCP as of Q4 2024.

POM Investment Strategies reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
POM Investment Strategies sold 5,224 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2024, an estimated $108K.
POM Investment Strategies first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
POM Investment Strategies's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $148K in Q1 2024.
393 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2024.

Based on POM Investment Strategies's 13F filing for Q4 2024, filed 29 Jan 2025.