WANY
BSCP

Wealthspire Advisors (New York)’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Wealthspire Advisors (New York)’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
-11,515
Closed -$255K – 409
2021
Q1 		$255K Buy
+11,515
New +$258K 0.01% 606

Other funds holding BSCP

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Bank of America
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BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
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
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealthspire Advisors (New York)'s BSCP Position: Q2 2021 in Review

Wealthspire Advisors (New York) sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2021, closing a stake of 11,515 shares — an estimated $255K sold.

Wealthspire Advisors (New York) first reported a position in BSCP in Q1 2021 and held it in 1 quarter. The position peaked at $255K in Q1 2021. 178 funds tracked by Wall St. Rank hold BSCP as of Q2 2021.

  • Wealthspire Advisors (New York) reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 11,515 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2021, an estimated $255K.
  • Wealthspire Advisors (New York) first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco BulletShares 2025 Corporate Bond ETF position peaked at $255K in Q1 2021.
  • 178 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2021, filed 13 Aug 2021.