WP
BSCP

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

WealthShield 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
2021
Q3 		– Sell
-11,386
Closed -$254K – 299
2021
Q2 		$254K Buy
11,386
+1,383
+14% +$30.8K 0.04% 225
2021
Q1 		$222K Buy
+10,003
New +$224K 0.04% 239

Other funds holding BSCP

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthShield Partners's BSCP Position: Q3 2021 in Review

WealthShield Partners sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q3 2021, closing a stake of 11,386 shares — an estimated $254K sold.

WealthShield Partners first reported a position in BSCP in Q1 2021 and held it in 2 quarters. The position peaked at $254K in Q2 2021. 188 funds tracked by Wall St. Rank hold BSCP as of Q3 2021.

  • WealthShield Partners reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 11,386 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2021, an estimated $254K.
  • WealthShield Partners first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $254K in Q2 2021.
  • 188 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.