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

WealthSource 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 Q4	$5.55M	Buy	271,180 +103,224	+61%	+$2.09M	0.36%	46
2023 Q3	$3.38M	Buy	167,956 +6,362	+4%	+$128K	0.23%	69
2023 Q2	$3.25M	Sell	161,594 -6,150	-4%	-$125K	0.21%	73
2023 Q1	$3.4M	Sell	167,744 -9,531	-5%	-$193K	0.23%	66
2022 Q4	$3.57M	Sell	177,275 -17,233	-9%	-$345K	0.25%	68
2022 Q3	$3.88M	Buy	194,508 +5,895	+3%	+$120K	0.29%	57
2022 Q2	$3.85M	Sell	188,613 -7,162	-4%	-$148K	0.28%	62
2022 Q1	$4.09M	Buy	+195,775	New	+$4.18M	0.28%	63

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

WealthSource Partners's BSCP Position: Q4 2023 in Review

WealthSource Partners increased its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) stake by 61% in Q4 2023, buying an estimated $2.09M and bringing the position to 271,180 shares worth $5.55M. The position accounts for 0.36% of the portfolio, ranked #46.

WealthSource Partners first reported a position in BSCP in Q1 2022 and has held it in 8 quarters since. 352 funds tracked by Wall St. Rank hold BSCP as of Q4 2023.

WealthSource Partners held 271,180 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $5.55M as of Q4 2023.
WealthSource Partners bought 103,224 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2023, an estimated $2.09M.
Invesco BulletShares 2025 Corporate Bond ETF made up 0.36% of WealthSource Partners's portfolio in Q4 2023, its #46 holding.
WealthSource Partners first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2022 and has held it in 8 quarters since.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.