Altus Wealth Group’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Altus Wealth Group’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	-36,027	Closed	-$744K	–	136
2024 Q4	$744K	Sell	36,027 -5,174	-13%	-$107K	0.33%	68
2024 Q3	$851K	Sell	41,201 -2,797	-6%	-$57.6K	0.36%	60
2024 Q2	$900K	Sell	43,998 -24,769	-36%	-$506K	0.45%	53
2024 Q1	$1.4M	Sell	68,767 -6,526	-9%	-$133K	0.7%	38
2023 Q4	$1.54M	Buy	75,293 +4,235	+6%	+$85.7K	0.85%	29
2023 Q3	$1.43M	Sell	71,058 -1,666	-2%	-$33.6K	0.91%	28
2023 Q2	$1.46M	Buy	+72,724	New	+$1.47M	0.9%	27

Other funds holding BSCP

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Altus Wealth Group's BSCP Position: Q1 2025 in Review

Altus Wealth Group sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2025, closing a stake of 36,027 shares — an estimated $744K sold.

Altus Wealth Group first reported a position in BSCP in Q2 2023 and held it in 7 quarters. The position peaked at $1.54M in Q4 2023. 384 funds tracked by Wall St. Rank hold BSCP as of Q1 2025.

Altus Wealth Group reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Altus Wealth Group sold 36,027 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2025, an estimated $744K.
Altus Wealth Group first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2023 and held it in 7 quarters.
Altus Wealth Group's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $1.54M in Q4 2023.
384 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2025.

Based on Altus Wealth Group's 13F filing for Q1 2025, filed 25 Apr 2025.