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

Sugarloaf 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
2024 Q1	–	Sell	-19	Closed	-$384	–	683
2023 Q4	$384	Hold	19	–	–	﹤0.01%	654
2023 Q3	$374	Buy	19 +1	+6%	+$20	﹤0.01%	653
2023 Q2	$371	Hold	18	–	–	﹤0.01%	663
2023 Q1	$370	Hold	18	–	–	﹤0.01%	667
2022 Q4	$365	Buy	+18	New	+$361	﹤0.01%	742

Other funds holding BSCP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

Sugarloaf Wealth Management's BSCP Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2024, closing a stake of 19 shares — an estimated $384 sold.

Sugarloaf Wealth Management first reported a position in BSCP in Q4 2022 and held it in 5 quarters. The position peaked at $384 in Q4 2023. 355 funds tracked by Wall St. Rank hold BSCP as of Q1 2024.

Sugarloaf Wealth Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 19 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2024, an estimated $384.
Sugarloaf Wealth Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
Sugarloaf Wealth Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $384 in Q4 2023.
355 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.