Sutton Wealth Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Sutton Wealth 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
2023 Q3	$107K	Sell	5,320 -223	-4%	-$4.49K	0.05%	163
2023 Q2	$112K	Buy	5,543 +669	+14%	+$13.6K	0.05%	159
2023 Q1	$98.8K	Buy	4,874 +492	+11%	+$9.94K	0.05%	157
2022 Q4	$88.3K	Hold	4,382	–	–	0.03%	270
2022 Q3	$87.4K	Hold	4,382	–	–	0.04%	267
2022 Q2	$89.6K	Hold	4,382	–	–	0.04%	253
2022 Q1	$91.6K	Hold	4,382	–	–	0.03%	265
2021 Q4	$96K	Sell	4,382 -2,041	-32%	-$44.9K	0.03%	270
2021 Q3	$143K	Hold	6,423	–	–	0.05%	207
2021 Q2	$143K	Hold	6,423	–	–	0.05%	210
2021 Q1	$142K	Hold	6,423	–	–	0.06%	206
2020 Q4	$145K	Hold	6,423	–	–	0.06%	191
2020 Q3	$144K	Hold	6,423	–	–	0.07%	175
2020 Q2	$143K	Hold	6,423	–	–	0.07%	170
2020 Q1	$132K	Hold	6,423	–	–	0.08%	165
2019 Q4	$138K	Hold	6,423	–	–	0.07%	185
2019 Q3	$137K	Hold	6,423	–	–	0.08%	182
2019 Q2	$136K	Buy	6,423 +482	+8%	+$9.99K	0.08%	176
2019 Q1	$122K	Buy	+5,941	New	+$120K	0.07%	185

Other funds holding BSCP

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFWM

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

Sutton Wealth Advisors's BSCP Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) stake by 4% in Q3 2023, selling an estimated $4.49K and leaving 5,320 shares worth $107K. The position accounts for 0.05% of the portfolio, ranked #163.

Sutton Wealth Advisors first reported a position in BSCP in Q1 2019 and has held it in 19 quarters since. The position peaked at $145K in Q4 2020. 323 funds tracked by Wall St. Rank hold BSCP as of Q3 2023.

Sutton Wealth Advisors held 5,320 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $107K as of Q3 2023.
Sutton Wealth Advisors sold 223 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2023, an estimated $4.49K.
Invesco BulletShares 2025 Corporate Bond ETF made up 0.05% of Sutton Wealth Advisors's portfolio in Q3 2023, its #163 holding.
Sutton Wealth Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2019 and has held it in 19 quarters since.
Sutton Wealth Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $145K in Q4 2020.
323 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.