SFG
BSCP

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

StrategIQ Financial 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
2023
Q4 		$220K Buy
+10,740
New +$217K 0.02% 298

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

StrategIQ Financial Group's BSCP Position: Q4 2023 in Review

StrategIQ Financial Group opened a new position in Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2023: 10,740 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #298 among its holdings.

352 funds tracked by Wall St. Rank hold BSCP as of Q4 2023.

  • StrategIQ Financial Group held 10,740 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $220K as of Q4 2023.
  • Invesco BulletShares 2025 Corporate Bond ETF was a new StrategIQ Financial Group position in Q4 2023.
  • Invesco BulletShares 2025 Corporate Bond ETF made up 0.02% of StrategIQ Financial Group's portfolio in Q4 2023, its #298 holding.
  • 352 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.