Stonebridge Financial Planning Group’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Stonebridge Financial Planning Group’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 Q1	–	Sell	-1,229	Closed	-$26K	–	141
2021 Q4	$26K	Hold	1,229	–	–	0.01%	276
2021 Q3	$27K	Hold	1,229	–	–	0.01%	279
2021 Q2	$27K	Hold	1,229	–	–	0.01%	275
2021 Q1	$27K	Buy	+1,229	New	+$27.5K	0.02%	267

Other funds holding BSCP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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

Jane Street New York $777B AUM 61.18% 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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Stonebridge Financial Planning Group's BSCP Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2022, closing a stake of 1,229 shares — an estimated $26K sold.

Stonebridge Financial Planning Group first reported a position in BSCP in Q1 2021 and held it in 4 quarters. The position peaked at $27K in Q3 2021. 219 funds tracked by Wall St. Rank hold BSCP as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 1,229 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2022, an estimated $26K.
Stonebridge Financial Planning Group first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
Stonebridge Financial Planning Group's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $27K in Q3 2021.
219 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.