SSWM
BSCP

Sheets Smith Wealth Management’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Sheets Smith Wealth Management’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
Q4 		– Sell
-1,804
Closed -$36.3K – 359
2023
Q3 		$36.3K Buy
+1,804
New +$36.4K 0.01% 399

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Sheets Smith Wealth Management's BSCP Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2023, closing a stake of 1,804 shares — an estimated $36.3K sold.

Sheets Smith Wealth Management first reported a position in BSCP in Q3 2023 and held it in 1 quarter. The position peaked at $36.3K in Q3 2023. 352 funds tracked by Wall St. Rank hold BSCP as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,804 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2023, an estimated $36.3K.
  • Sheets Smith Wealth Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $36.3K in Q3 2023.
  • 352 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.