SCFS
BSCP

S.C. Financial Services’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

S.C. Financial Services’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
Q4 		$218K Buy
10,835
+730
+7% +$14.6K 0.34% 106
2022
Q3 		$202K Buy
+10,105
New +$206K 0.32% 107

Other funds holding BSCP

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
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
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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

S.C. Financial Services's BSCP Position: Q4 2022 in Review

S.C. Financial Services increased its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) stake by 7.2% in Q4 2022, buying an estimated $14.6K and bringing the position to 10,835 shares worth $218K. The position accounts for 0.34% of the portfolio, ranked #106.

S.C. Financial Services first reported a position in BSCP in Q3 2022 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold BSCP as of Q4 2022.

  • S.C. Financial Services held 10,835 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $218K as of Q4 2022.
  • S.C. Financial Services bought 730 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2022, an estimated $14.6K.
  • Invesco BulletShares 2025 Corporate Bond ETF made up 0.34% of S.C. Financial Services's portfolio in Q4 2022, its #106 holding.
  • S.C. Financial Services first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2022 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.