VPP
BSCP

Vertex Planning Partners’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Vertex Planning 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 		– Sell
-11,943
Closed -$241K – 126
2022
Q4 		$241K Buy
+11,943
New +$239K 0.09% 133

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

Vertex Planning Partners's BSCP Position: Q1 2023 in Review

Vertex Planning Partners sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2023, closing a stake of 11,943 shares — an estimated $241K sold.

Vertex Planning Partners first reported a position in BSCP in Q4 2022 and held it in 1 quarter. The position peaked at $241K in Q4 2022. 312 funds tracked by Wall St. Rank hold BSCP as of Q1 2023.

  • Vertex Planning Partners reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Vertex Planning Partners sold 11,943 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2023, an estimated $241K.
  • Vertex Planning Partners first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Vertex Planning Partners's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $241K in Q4 2022.
  • 312 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2023.

Based on Vertex Planning Partners's 13F filing for Q1 2023, filed 16 May 2023.