Snowden Capital Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Snowden Capital 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	-16,105	Closed	-$333K	–	1205
2024 Q3	$333K	Sell	16,105 -2,706	-14%	-$55.7K	0.01%	947
2024 Q2	$385K	Hold	18,811	–	–	0.01%	872
2024 Q1	$384K	Buy	18,811 +1,313	+8%	+$26.8K	0.01%	877
2023 Q4	$358K	Hold	17,498	–	–	0.01%	845
2023 Q3	$352K	Hold	17,498	–	–	0.02%	798
2023 Q2	$352K	Hold	17,498	–	–	0.01%	889
2023 Q1	$355K	Hold	17,498	–	–	0.01%	881
2022 Q4	$352K	Hold	17,498	–	–	0.01%	863
2022 Q3	$348K	Hold	17,498	–	–	0.02%	835
2022 Q2	$357K	Buy	17,498 +1,393	+9%	+$28.7K	0.02%	786
2022 Q1	$336K	Hold	16,105	–	–	0.01%	772
2021 Q4	$352K	Hold	16,105	–	–	0.02%	526
2021 Q3	$357K	Hold	16,105	–	–	0.02%	628
2021 Q2	$359K	Hold	16,105	–	–	0.02%	643
2021 Q1	$357K	Buy	16,105 +4,955	+44%	+$111K	0.02%	573
2020 Q4	$252K	Buy	+11,150	New	+$250K	0.02%	568

Other funds holding BSCP

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Snowden Capital Advisors's BSCP Position: Q4 2024 in Review

Snowden Capital Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2024, closing a stake of 16,105 shares — an estimated $333K sold.

Snowden Capital Advisors first reported a position in BSCP in Q4 2020 and held it in 16 quarters. The position peaked at $385K in Q2 2024. 393 funds tracked by Wall St. Rank hold BSCP as of Q4 2024.

Snowden Capital Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Snowden Capital Advisors sold 16,105 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2024, an estimated $333K.
Snowden Capital Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2020 and held it in 16 quarters.
Snowden Capital Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $385K in Q2 2024.
393 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2024.

Based on Snowden Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.