SIAS
BSCP

Summit Investment Advisory Services’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Summit Investment Advisory Services’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
Q3 		– Sell
-253,063
Closed -$5.18M – 74
2024
Q2 		$5.18M Buy
+253,063
New +$5.17M 6.08% 5

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Summit Investment Advisory Services's BSCP Position: Q3 2024 in Review

Summit Investment Advisory Services sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q3 2024, closing a stake of 253,063 shares — an estimated $5.18M sold.

Summit Investment Advisory Services first reported a position in BSCP in Q2 2024 and held it in 1 quarter. The position peaked at $5.18M in Q2 2024. 367 funds tracked by Wall St. Rank hold BSCP as of Q3 2024.

  • Summit Investment Advisory Services reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Investment Advisory Services sold 253,063 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2024, an estimated $5.18M.
  • Summit Investment Advisory Services first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Summit Investment Advisory Services's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $5.18M in Q2 2024.
  • 367 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2024.

Based on Summit Investment Advisory Services's 13F filing for Q3 2024, filed 16 Oct 2024.