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

Valeo 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
2021 Q2	–	Sell	-117	Closed	-$3K	–	696
2021 Q1	$3K	Hold	117	–	–	﹤0.01%	1684
2020 Q4	$3K	Hold	117	–	–	﹤0.01%	1453
2020 Q3	$3K	Hold	117	–	–	﹤0.01%	1331
2020 Q2	$3K	Hold	117	–	–	﹤0.01%	1655
2020 Q1	$3K	Hold	117	–	–	﹤0.01%	1402
2019 Q4	$3K	Hold	117	–	–	﹤0.01%	1381
2019 Q3	$3K	Hold	117	–	–	﹤0.01%	1308
2019 Q2	$2K	Hold	117	–	–	﹤0.01%	1386
2019 Q1	$2K	Hold	117	–	–	﹤0.01%	1337
2018 Q4	$2K	Hold	117	–	–	﹤0.01%	1261
2018 Q3	$2K	Hold	117	–	–	﹤0.01%	1436
2018 Q2	$2K	Hold	117	–	–	﹤0.01%	1325
2018 Q1	$2K	Buy	+117	New	+$2.37K	﹤0.01%	1310

Other funds holding BSCP

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

BCM

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Valeo Financial Advisors's BSCP Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2021, closing a stake of 117 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in BSCP in Q1 2018 and held it in 13 quarters. The position peaked at $3K in Q1 2021. 178 funds tracked by Wall St. Rank hold BSCP as of Q2 2021.

Valeo Financial Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 117 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2021, an estimated $3K.
Valeo Financial Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $3K in Q1 2021.
178 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.