AMJ Financial Wealth Management’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

AMJ Financial Wealth Management’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	-596,541	Closed	-$12.3M	–	86
2024 Q4	$12.3M	Buy	596,541 +3,743	+0.6%	+$77.3K	3.41%	4
2024 Q3	$12.2M	Buy	592,798 +46,530	+9%	+$958K	3.51%	2
2024 Q2	$11.2M	Buy	546,268 +50,966	+10%	+$1.04M	3.46%	3
2024 Q1	$10.1M	Sell	495,302 -5,753	-1%	-$118K	3.38%	4
2023 Q4	$10.2M	Sell	501,055 -6,165	-1%	-$125K	4.31%	2
2023 Q3	$10.2M	Buy	507,220 +21,209	+4%	+$427K	4.7%	1
2023 Q2	$9.78M	Buy	+486,011	New	+$9.84M	4.3%	3

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

AMJ Financial Wealth Management's BSCP Position: Q1 2025 in Review

AMJ Financial Wealth Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2025, closing a stake of 596,541 shares — an estimated $12.3M sold.

AMJ Financial Wealth Management first reported a position in BSCP in Q2 2023 and held it in 7 quarters. The position peaked at $12.3M in Q4 2024. 384 funds tracked by Wall St. Rank hold BSCP as of Q1 2025.

AMJ Financial Wealth Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
AMJ Financial Wealth Management sold 596,541 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2025, an estimated $12.3M.
AMJ Financial Wealth Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2023 and held it in 7 quarters.
AMJ Financial Wealth Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $12.3M in Q4 2024.
384 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.