TWP
BSCP

Transparent Wealth Partners’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Transparent Wealth Partners’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
Q1 		$217K Buy
10,680
+79
+0.7% +$1.6K 0.16% 31
2022
Q4 		$214K Buy
+10,601
New +$213K 0.17% 30

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Transparent Wealth Partners's BSCP Position: Q1 2023 in Review

Transparent Wealth Partners increased its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) stake by 0.75% in Q1 2023, buying an estimated $1.6K and bringing the position to 10,680 shares worth $217K. The position accounts for 0.16% of the portfolio, ranked #31.

Transparent Wealth Partners first reported a position in BSCP in Q4 2022 and has held it in 2 quarters since. 312 funds tracked by Wall St. Rank hold BSCP as of Q1 2023.

  • Transparent Wealth Partners held 10,680 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $217K as of Q1 2023.
  • Transparent Wealth Partners bought 79 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2023, an estimated $1.6K.
  • Invesco BulletShares 2025 Corporate Bond ETF made up 0.16% of Transparent Wealth Partners's portfolio in Q1 2023, its #31 holding.
  • Transparent Wealth Partners first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2022 and has held it in 2 quarters since.
  • 312 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2023.

Based on Transparent Wealth Partners's 13F filing for Q1 2023, filed 13 Apr 2023.