True Link Financial Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

True Link Financial 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 Q4	–	Sell	-34,086	Closed	-$685K	–	64
2023 Q3	$685K	Sell	34,086 -1,195,413	-97%	-$24.1M	0.08%	68
2023 Q2	$24.7M	Buy	1,229,499 +38,775	+3%	+$785K	2.99%	11
2023 Q1	$24.1M	Buy	1,190,724 +68,817	+6%	+$1.39M	3.02%	10
2022 Q4	$22.6M	Buy	1,121,907 +70,444	+7%	+$1.41M	3.06%	10
2022 Q3	$21M	Buy	1,051,463 +113,993	+12%	+$2.33M	3.04%	10
2022 Q2	$19.2M	Buy	+937,470	New	+$19.3M	2.9%	8
2022 Q1	–	Sell	-4,726	Closed	-$103K	–	146
2021 Q4	$103K	Buy	4,726 +1,050	+29%	+$23.1K	0.01%	373
2021 Q3	$82K	Hold	3,676	–	–	0.01%	404
2021 Q2	$82K	Sell	3,676 -1,743	-32%	-$38.9K	0.01%	367
2021 Q1	$120K	Hold	5,419	–	–	0.02%	331
2020 Q4	$122K	Buy	+5,419	New	+$122K	0.02%	350

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

True Link Financial Advisors's BSCP Position: Q4 2023 in Review

True Link Financial Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2023, closing a stake of 34,086 shares — an estimated $685K sold.

True Link Financial Advisors first reported a position in BSCP in Q4 2020 and held it in 11 quarters. The position peaked at $24.7M in Q2 2023. 352 funds tracked by Wall St. Rank hold BSCP as of Q4 2023.

True Link Financial Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 34,086 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2023, an estimated $685K.
True Link Financial Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2020 and held it in 11 quarters.
True Link Financial Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $24.7M in Q2 2023.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.