Sargent Bickham Lagudis’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Sargent Bickham Lagudis’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	$603K	Sell	29,942 -10,766	-26%	-$216K	0.05%	166
2022 Q3	$812K	Buy	40,708 +11,011	+37%	+$225K	0.07%	139
2022 Q2	$607K	Sell	29,697 -892	-3%	-$18.4K	0.05%	163
2022 Q1	$640K	Sell	30,589 -230	-0.7%	-$4.91K	0.05%	165
2021 Q4	$675K	Sell	30,819 -1,123	-4%	-$24.7K	0.05%	157
2021 Q3	$709K	Buy	31,942 +5	+0%	+$112	0.06%	145
2021 Q2	$713K	Buy	31,937 +176	+0.6%	+$3.93K	0.06%	141
2021 Q1	$704K	Buy	31,761 +2,224	+8%	+$49.8K	0.06%	135
2020 Q4	$668K	Buy	29,537 +16,903	+134%	+$380K	0.06%	137
2020 Q3	$282K	Buy	12,634 +537	+4%	+$12K	0.03%	181
2020 Q2	$269K	Hold	12,097	–	–	0.03%	177
2020 Q1	$249K	Buy	12,097 +2,842	+31%	+$60.5K	0.03%	183
2019 Q4	$199K	Buy	9,255 +234	+3%	+$5.01K	0.02%	202
2019 Q3	$193K	Hold	9,021	–	–	0.02%	194
2019 Q2	$191K	Hold	9,021	–	–	0.02%	207
2019 Q1	$185K	Buy	+9,021	New	+$182K	0.02%	220

Other funds holding BSCP

ACA

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

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

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 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

Sargent Bickham Lagudis's BSCP Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) stake by 26% in Q4 2022, selling an estimated $216K and leaving 29,942 shares worth $603K. The position accounts for 0.05% of the portfolio, ranked #166.

Sargent Bickham Lagudis first reported a position in BSCP in Q1 2019 and has held it in 16 quarters since. The position peaked at $812K in Q3 2022. 298 funds tracked by Wall St. Rank hold BSCP as of Q4 2022.

Sargent Bickham Lagudis held 29,942 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $603K as of Q4 2022.
Sargent Bickham Lagudis sold 10,766 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2022, an estimated $216K.
Invesco BulletShares 2025 Corporate Bond ETF made up 0.05% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #166 holding.
Sargent Bickham Lagudis first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2019 and has held it in 16 quarters since.
Sargent Bickham Lagudis's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $812K in Q3 2022.
298 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.