AC
BSCP

Apella Capital’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Apella Capital’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
Q3 		– Sell
-41,332
Closed -$856K – 475
2025
Q2 		$856K Sell
41,332
-1,646
-4% -$34.1K 0.02% 240
2025
Q1 		$889K Buy
42,978
+1,258
+3% +$26K 0.03% 197
2024
Q4 		$862K Buy
41,720
+614
+1% +$12.7K 0.03% 172
2024
Q3 		$849K Sell
41,106
-2,808
-6% -$57.8K 0.03% 164
2024
Q2 		$901K Buy
43,914
+101
+0.2% +$2.06K 0.04% 155
2024
Q1 		$896K Sell
43,813
-2,209
-5% -$45.2K 0.05% 146
2023
Q4 		$940K Buy
46,022
+5,233
+13% +$106K 0.05% 139
2023
Q3 		$820K Buy
40,789
+11
+0% +$222 0.06% 132
2023
Q2 		$821K Buy
+40,778
New +$826K 0.06% 131
2022
Q4 		$1M Buy
49,888
+24,569
+97% +$493K 0.09% 107
2022
Q3 		$505K Sell
25,319
-161
-0.6% -$3.29K 0.06% 136
2022
Q2 		$521K Sell
25,480
-2,792
-10% -$57.5K 0.06% 137
2022
Q1 		$591K Sell
28,272
-2,113
-7% -$45.1K 0.08% 117
2021
Q4 		$665K Sell
30,385
-1,291
-4% -$28.4K 0.08% 110
2021
Q3 		$703K Sell
31,676
-6,395
-17% -$143K 0.1% 110
2021
Q2 		$849K Sell
38,071
-5,570
-13% -$124K 0.14% 100
2021
Q1 		$967K Sell
43,641
-17,813
-29% -$399K 0.3% 63
2020
Q4 		$1.39M Buy
61,454
+619
+1% +$13.9K 0.49% 46
2020
Q3 		$1.36M Buy
60,835
+3,467
+6% +$77.7K 0.55% 43
2020
Q2 		$1.27M Sell
57,368
-660
-1% -$14.3K 0.59% 42
2020
Q1 		$1.19M Buy
+58,028
New +$1.24M 0.7% 37

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Apella Capital's BSCP Position: Q3 2025 in Review

Apella Capital sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q3 2025, closing a stake of 41,332 shares — an estimated $856K sold.

Apella Capital first reported a position in BSCP in Q1 2020 and held it in 21 quarters. The position peaked at $1.39M in Q4 2020. 357 funds tracked by Wall St. Rank hold BSCP as of Q3 2025.

  • Apella Capital reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Apella Capital sold 41,332 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2025, an estimated $856K.
  • Apella Capital first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2020 and held it in 21 quarters.
  • Apella Capital's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $1.39M in Q4 2020.
  • 357 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2025.

Based on Apella Capital's 13F filing for Q3 2025, filed 17 Oct 2025.