Ramiah Investment Group’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Ramiah Investment 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
2023 Q4	–	Sell	-12,369	Closed	-$249K	–	66
2023 Q3	$249K	Buy	12,369 +1,276	+12%	+$25.7K	0.26%	51
2023 Q2	$223K	Sell	11,093 -553	-5%	-$11.2K	0.22%	52
2023 Q1	$236K	Buy	+11,646	New	+$235K	0.21%	52
2022 Q3	–	Sell	-11,739	Closed	-$240K	–	45
2022 Q2	$240K	Sell	11,739 -342	-3%	-$7.04K	0.2%	53
2022 Q1	$253K	Sell	12,081 -369	-3%	-$7.88K	0.17%	51
2021 Q4	$273K	Buy	12,450 +935	+8%	+$20.6K	0.18%	51
2021 Q3	$256K	Buy	11,515 +1,573	+16%	+$35.1K	0.18%	63
2021 Q2	$222K	Buy	+9,942	New	+$222K	0.16%	63

Other funds holding BSCP

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Ramiah Investment Group's BSCP Position: Q4 2023 in Review

Ramiah Investment Group sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2023, closing a stake of 12,369 shares — an estimated $249K sold.

Ramiah Investment Group first reported a position in BSCP in Q2 2021 and held it in 8 quarters. The position peaked at $273K in Q4 2021. 352 funds tracked by Wall St. Rank hold BSCP as of Q4 2023.

Ramiah Investment Group reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Ramiah Investment Group sold 12,369 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2023, an estimated $249K.
Ramiah Investment Group first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2021 and held it in 8 quarters.
Ramiah Investment Group's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $273K in Q4 2021.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2023.

Based on Ramiah Investment Group's 13F filing for Q4 2023, filed 11 Feb 2025.