AFA
BSCP

AA Financial Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

AA Financial 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
2025
Q4 		– Sell
-203,464
Closed -$4.21M – 211
2025
Q3 		$4.21M Sell
203,464
-12,165
-6% -$252K 0.83% 36
2025
Q2 		$4.46M Sell
215,629
-72,078
-25% -$1.49M 0.96% 34
2025
Q1 		$5.95M Buy
287,707
+78,209
+37% +$1.62M 1.45% 26
2024
Q4 		$4.33M Buy
209,498
+69,147
+49% +$1.43M 1.15% 29
2024
Q3 		$2.9M Buy
140,351
+30,451
+28% +$627K 0.84% 36
2024
Q2 		$2.25M Sell
109,900
-1,278
-1% -$26.1K 0.79% 35
2024
Q1 		$2.27M Buy
111,178
+12,759
+13% +$261K 0.92% 32
2023
Q4 		$2.01M Buy
+98,419
New +$1.99M 1.34% 23

Other funds holding BSCP

RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

AA Financial Advisors's BSCP Position: Q4 2025 in Review

AA Financial Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 203,464 shares — an estimated $4.21M sold.

AA Financial Advisors first reported a position in BSCP in Q4 2023 and held it in 8 quarters. The position peaked at $5.95M in Q1 2025. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

  • AA Financial Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • AA Financial Advisors sold 203,464 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $4.21M.
  • AA Financial Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2023 and held it in 8 quarters.
  • AA Financial Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $5.95M in Q1 2025.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on AA Financial Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.