Wealthstreet Investment Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Wealthstreet Investment Advisors’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	-26,950	Closed	-$597K	–	118
2021 Q1	$597K	Hold	26,950	–	–	0.06%	229
2020 Q4	$610K	Hold	26,950	–	–	0.06%	219
2020 Q3	$602K	Hold	26,950	–	–	0.07%	200
2020 Q2	$599K	Buy	+26,950	New	+$585K	0.07%	186

Other funds holding BSCP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealthstreet Investment Advisors's BSCP Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2021, closing a stake of 26,950 shares — an estimated $597K sold.

Wealthstreet Investment Advisors first reported a position in BSCP in Q2 2020 and held it in 4 quarters. The position peaked at $610K in Q4 2020. 178 funds tracked by Wall St. Rank hold BSCP as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 26,950 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2021, an estimated $597K.
Wealthstreet Investment Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2020 and held it in 4 quarters.
Wealthstreet Investment Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $610K in Q4 2020.
178 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.