Retirement Income Solutions’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Retirement Income Solutions’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 Q1	–	Sell	-16,416	Closed	-$331K	–	135
2022 Q4	$331K	Hold	16,416	–	–	0.11%	90
2022 Q3	$328K	Hold	16,416	–	–	0.12%	81
2022 Q2	$336K	Sell	16,416 -7,223	-31%	-$149K	0.12%	80
2022 Q1	$494K	Sell	23,639 -6,684	-22%	-$143K	0.14%	64
2021 Q4	$664K	Sell	30,323 -5,787	-16%	-$127K	0.18%	51
2021 Q3	$801K	Hold	36,110	–	–	0.27%	43
2021 Q2	$806K	Sell	36,110 -1,122	-3%	-$25K	0.28%	44
2021 Q1	$825K	Hold	37,232	–	–	0.28%	45
2020 Q4	$843K	Hold	37,232	–	–	0.31%	43
2020 Q3	$832K	Buy	+37,232	New	+$835K	0.37%	38

Other funds holding BSCP

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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

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

BCM

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Retirement Income Solutions's BSCP Position: Q1 2023 in Review

Retirement Income Solutions sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2023, closing a stake of 16,416 shares — an estimated $331K sold.

Retirement Income Solutions first reported a position in BSCP in Q3 2020 and held it in 10 quarters. The position peaked at $843K in Q4 2020. 312 funds tracked by Wall St. Rank hold BSCP as of Q1 2023.

Retirement Income Solutions reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Retirement Income Solutions sold 16,416 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2023, an estimated $331K.
Retirement Income Solutions first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2020 and held it in 10 quarters.
Retirement Income Solutions's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $843K in Q4 2020.
312 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2023.

Based on Retirement Income Solutions's 13F filing for Q1 2023, filed 5 May 2023.