Avantax Advisory Services’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Avantax Advisory Services’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	$1.08M	Sell	52,426 -110,382	-68%	-$2.28M	0.01%	1117
2025 Q1	$3.37M	Sell	162,808 -45,892	-22%	-$949K	0.02%	542
2024 Q4	$4.31M	Sell	208,700 -32,173	-13%	-$664K	0.03%	449
2024 Q3	$4.97M	Sell	240,873 -10,281	-4%	-$212K	0.03%	395
2024 Q2	$5.14M	Buy	251,154 +7,830	+3%	+$160K	0.04%	360
2024 Q1	$4.97M	Buy	243,324 +25,564	+12%	+$523K	0.04%	307
2023 Q4	$4.45M	Sell	217,760 -21,627	-9%	-$438K	0.04%	302
2023 Q3	$4.81M	Buy	239,387 +8,780	+4%	+$177K	0.05%	261
2023 Q2	$4.64M	Buy	230,607 +32,828	+17%	+$665K	0.05%	268
2023 Q1	$4.01M	Buy	197,779 +18,583	+10%	+$375K	0.05%	286
2022 Q4	$3.61M	Buy	179,196 +88,502	+98%	+$1.77M	0.05%	287
2022 Q3	$1.81M	Buy	90,694 +26,605	+42%	+$543K	0.03%	398
2022 Q2	$1.31M	Buy	64,089 +45,919	+253%	+$946K	0.02%	479
2022 Q1	$380K	Buy	+18,170	New	+$388K	0.01%	894

Other funds holding BSCP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Avantax Advisory Services's BSCP Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) stake by 68% in Q2 2025, selling an estimated $2.28M and leaving 52,426 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1117.

Avantax Advisory Services first reported a position in BSCP in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.14M in Q2 2024. 383 funds tracked by Wall St. Rank hold BSCP as of Q2 2025.

Avantax Advisory Services held 52,426 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $1.08M as of Q2 2025.
Avantax Advisory Services sold 110,382 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2025, an estimated $2.28M.
Invesco BulletShares 2025 Corporate Bond ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1117 holding.
Avantax Advisory Services first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2022 and has held it in 14 quarters since.
Avantax Advisory Services's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $5.14M in Q2 2024.
383 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.