Atria Wealth Solutions’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Atria Wealth Solutions’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 Q2	$4.94M	Sell	238,939 -39,152	-14%	-$810K	0.11%	214
2025 Q1	$5.75M	Buy	278,091 +9,512	+4%	+$197K	0.07%	295
2024 Q4	$5.55M	Sell	268,579 -138,373	-34%	-$2.86M	0.06%	331
2024 Q3	$8.4M	Buy	406,952 +31,609	+8%	+$651K	0.09%	229
2024 Q2	$7.68M	Buy	375,343 +21,578	+6%	+$441K	0.08%	239
2024 Q1	$7.23M	Buy	353,765 +57,383	+19%	+$1.17M	0.08%	257
2023 Q4	$6.06M	Buy	296,382 +118,589	+67%	+$2.4M	0.08%	260
2023 Q3	$3.58M	Sell	177,793 -10,082	-5%	-$203K	0.05%	381
2023 Q2	$3.78M	Buy	187,875 +51,277	+38%	+$1.04M	0.05%	366
2023 Q1	$2.77M	Buy	136,598 +86,989	+175%	+$1.76M	0.04%	429
2022 Q4	$999K	Buy	+49,609	New	+$995K	0.02%	745

Other funds holding BSCP

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Atria Wealth Solutions's BSCP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) stake by 14% in Q2 2025, selling an estimated $810K and leaving 238,939 shares worth $4.94M. The position accounts for 0.11% of the portfolio, ranked #214.

Atria Wealth Solutions first reported a position in BSCP in Q4 2022 and has held it in 11 quarters since. The position peaked at $8.4M in Q3 2024. 383 funds tracked by Wall St. Rank hold BSCP as of Q2 2025.

Atria Wealth Solutions held 238,939 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $4.94M as of Q2 2025.
Atria Wealth Solutions sold 39,152 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2025, an estimated $810K.
Invesco BulletShares 2025 Corporate Bond ETF made up 0.11% of Atria Wealth Solutions's portfolio in Q2 2025, its #214 holding.
Atria Wealth Solutions first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $8.4M in Q3 2024.
383 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.