Woodmont Investment Counsel’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Woodmont Investment Counsel’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
2025 Q1	–	Sell	-10,000	Closed	-$207K	–	272
2024 Q4	$207K	Hold	10,000	–	–	0.02%	255
2024 Q3	$207K	Hold	10,000	–	–	0.02%	253
2024 Q2	$205K	Hold	10,000	–	–	0.02%	246
2024 Q1	$204K	Sell	10,000 -33,280	-77%	-$680K	0.02%	253
2023 Q4	$885K	Sell	43,280 -150	-0.3%	-$3.04K	0.08%	140
2023 Q3	$873K	Hold	43,430	–	–	0.09%	136
2023 Q2	$874K	Buy	43,430 +500	+1%	+$10.1K	0.09%	138
2023 Q1	$871K	Buy	42,930 +18,506	+76%	+$374K	0.09%	138
2022 Q4	$492K	Hold	24,424	–	–	0.06%	172
2022 Q3	$487K	Sell	24,424 -4,102	-14%	-$83.7K	0.06%	173
2022 Q2	$583K	Sell	28,526 -49,849	-64%	-$1.03M	0.07%	164
2022 Q1	$1.64M	Buy	+78,375	New	+$1.67M	0.19%	102

Other funds holding BSCP

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Woodmont Investment Counsel's BSCP Position: Q1 2025 in Review

Woodmont Investment Counsel sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2025, closing a stake of 10,000 shares — an estimated $207K sold.

Woodmont Investment Counsel first reported a position in BSCP in Q1 2022 and held it in 12 quarters. The position peaked at $1.64M in Q1 2022. 384 funds tracked by Wall St. Rank hold BSCP as of Q1 2025.

Woodmont Investment Counsel reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Woodmont Investment Counsel sold 10,000 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2025, an estimated $207K.
Woodmont Investment Counsel first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2022 and held it in 12 quarters.
Woodmont Investment Counsel's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $1.64M in Q1 2022.
384 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2025.

Based on Woodmont Investment Counsel's 13F filing for Q1 2025, filed 22 Apr 2025.