SMA
BSCP

Sage Mountain Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Sage Mountain Advisors’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
Q4 		– Sell
-8,280
Closed -$171K – 478
2024
Q3 		$171K Buy
+8,280
New +$170K 0.01% 394

Other funds holding BSCP

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LPL Financial
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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Sage Mountain Advisors's BSCP Position: Q4 2024 in Review

Sage Mountain Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2024, closing a stake of 8,280 shares — an estimated $171K sold.

Sage Mountain Advisors first reported a position in BSCP in Q3 2024 and held it in 1 quarter. The position peaked at $171K in Q3 2024. 393 funds tracked by Wall St. Rank hold BSCP as of Q4 2024.

  • Sage Mountain Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 8,280 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2024, an estimated $171K.
  • Sage Mountain Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Sage Mountain Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $171K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2024.

Based on Sage Mountain Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.