TWM
BSCP

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

Tradition 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
2021
Q2 		– Sell
-12,000
Closed -$266K – 1166
2021
Q1 		$266K Hold
12,000
– – 0.05% 218
2020
Q4 		$272K Buy
+12,000
New +$270K 0.05% 204

Other funds holding BSCP

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Tradition Wealth Management's BSCP Position: Q2 2021 in Review

Tradition Wealth Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2021, closing a stake of 12,000 shares — an estimated $266K sold.

Tradition Wealth Management first reported a position in BSCP in Q4 2020 and held it in 2 quarters. The position peaked at $272K in Q4 2020. 178 funds tracked by Wall St. Rank hold BSCP as of Q2 2021.

  • Tradition Wealth Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 12,000 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2021, an estimated $266K.
  • Tradition Wealth Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Tradition Wealth Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $272K in Q4 2020.
  • 178 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2021.

Based on Tradition Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.