RGF
BSCP

Retirement Guys Formula’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Retirement Guys Formula’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
Q1 		– Sell
-10,472
Closed -$214K – 130
2023
Q4 		$214K Buy
+10,472
New +$212K 0.11% 122
2022
Q1 		– Sell
-11,991
Closed -$263K – 136
2021
Q4 		$263K Buy
+11,991
New +$264K 0.21% 94

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
Ameriprise
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

Retirement Guys Formula's BSCP Position: Q1 2024 in Review

Retirement Guys Formula sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2024, closing a stake of 10,472 shares — an estimated $214K sold.

Retirement Guys Formula first reported a position in BSCP in Q4 2021 and held it in 2 quarters. The position peaked at $263K in Q4 2021. 355 funds tracked by Wall St. Rank hold BSCP as of Q1 2024.

  • Retirement Guys Formula reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Retirement Guys Formula sold 10,472 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2024, an estimated $214K.
  • Retirement Guys Formula first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Retirement Guys Formula's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $263K in Q4 2021.
  • 355 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2024.

Based on Retirement Guys Formula's 13F filing for Q1 2024, filed 19 Apr 2024.