W.H. Cornerstone Investments’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

W.H. Cornerstone Investments’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
2024 Q2	–	Sell	-13,987	Closed	-$286K	–	123
2024 Q1	$286K	Sell	13,987 -15,597	-53%	-$319K	0.21%	102
2023 Q4	$605K	Sell	29,584 -2,035	-6%	-$41.2K	0.48%	57
2023 Q3	$636K	Sell	31,619 -3,923	-11%	-$79.1K	0.56%	60
2023 Q2	$715K	Sell	35,542 -4,765	-12%	-$96.5K	0.64%	51
2023 Q1	$817K	Buy	40,307 +67	+0.2%	+$1.35K	0.74%	47
2022 Q4	$816K	Buy	40,240 +3,334	+9%	+$66.8K	0.77%	44
2022 Q3	$734K	Buy	+36,906	New	+$753K	0.77%	46

Other funds holding BSCP

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

W.H. Cornerstone Investments's BSCP Position: Q2 2024 in Review

W.H. Cornerstone Investments sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2024, closing a stake of 13,987 shares — an estimated $286K sold.

W.H. Cornerstone Investments first reported a position in BSCP in Q3 2022 and held it in 7 quarters. The position peaked at $817K in Q1 2023. 361 funds tracked by Wall St. Rank hold BSCP as of Q2 2024.

W.H. Cornerstone Investments reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
W.H. Cornerstone Investments sold 13,987 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2024, an estimated $286K.
W.H. Cornerstone Investments first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2022 and held it in 7 quarters.
W.H. Cornerstone Investments's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $817K in Q1 2023.
361 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2024.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2024, filed 17 Jul 2024.