Wintrust Investments’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Wintrust 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 Q3	–	Sell	-13,222	Closed	-$270K	–	500
2024 Q2	$270K	Buy	13,222 +91	+0.7%	+$1.86K	0.02%	397
2024 Q1	$268K	Buy	13,131 +94	+0.7%	+$1.92K	0.02%	398
2023 Q4	$267K	Sell	13,037 -1,031	-7%	-$20.9K	0.03%	367
2023 Q3	$283K	Buy	+14,068	New	+$283K	0.03%	335

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

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

Wintrust Investments's BSCP Position: Q3 2024 in Review

Wintrust Investments sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q3 2024, closing a stake of 13,222 shares — an estimated $270K sold.

Wintrust Investments first reported a position in BSCP in Q3 2023 and held it in 4 quarters. The position peaked at $283K in Q3 2023. 367 funds tracked by Wall St. Rank hold BSCP as of Q3 2024.

Wintrust Investments reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Wintrust Investments sold 13,222 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2024, an estimated $270K.
Wintrust Investments first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2023 and held it in 4 quarters.
Wintrust Investments's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $283K in Q3 2023.
367 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2024.

Based on Wintrust Investments's 13F filing for Q3 2024, filed 12 Nov 2024.