PWM
BSCP

Prentice Wealth Management’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Prentice Wealth Management’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
Q3 		– Sell
-633
Closed -$13K – 102
2022
Q2 		$13K Buy
+633
New +$13K 0.01% 95
2021
Q4 		– Sell
-1,089
Closed -$24K – 127
2021
Q3 		$24K Buy
+1,089
New +$24.3K 0.01% 205

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Prentice Wealth Management's BSCP Position: Q3 2022 in Review

Prentice Wealth Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q3 2022, closing a stake of 633 shares — an estimated $13K sold.

Prentice Wealth Management first reported a position in BSCP in Q3 2021 and held it in 2 quarters. The position peaked at $24K in Q3 2021. 261 funds tracked by Wall St. Rank hold BSCP as of Q3 2022.

  • Prentice Wealth Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Prentice Wealth Management sold 633 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2022, an estimated $13K.
  • Prentice Wealth Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2021 and held it in 2 quarters.
  • Prentice Wealth Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $24K in Q3 2021.
  • 261 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2022.

Based on Prentice Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.