AWM
BSCP

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

Avior 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
Q4 		– Sell
-162,338
Closed -$3.36M – 745
2025
Q3 		$3.36M Sell
162,338
-18,049
-10% -$374K 0.11% 140
2025
Q2 		$3.73M Sell
180,387
-54,120
-23% -$1.12M 0.13% 129
2025
Q1 		$4.85M Sell
234,507
-17,045
-7% -$353K 0.18% 91
2024
Q4 		$5.19M Sell
251,552
-1,489,038
-86% -$30.7M 0.19% 93
2024
Q3 		$35.9M Buy
1,740,590
+269,655
+18% +$5.55M 1.43% 13
2024
Q2 		$30.1M Buy
1,470,935
+374,525
+34% +$7.66M 1.29% 12
2024
Q1 		$22.4M Buy
1,096,410
+137,455
+14% +$2.81M 1.04% 19
2023
Q4 		$19.6M Buy
958,955
+179,525
+23% +$3.63M 1.19% 17
2023
Q3 		$15.7M Buy
779,430
+38,306
+5% +$772K 1.06% 18
2023
Q2 		$14.9M Buy
741,124
+123,878
+20% +$2.51M 0.97% 21
2023
Q1 		$12.5M Buy
617,246
+616,346
+68,483% +$12.5M 0.86% 27
2022
Q4 		$18.1K Hold
900
– – ﹤0.01% 769
2022
Q3 		$17K Buy
+900
New +$18.4K ﹤0.01% 761
2021
Q1 		– Sell
-921
Closed -$20K – 1011
2020
Q4 		$20K Buy
921
+5
+0.5% +$112 ﹤0.01% 616
2020
Q3 		$20K Buy
+916
New +$20.5K ﹤0.01% 590

Other funds holding BSCP

RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Avior Wealth Management's BSCP Position: Q4 2025 in Review

Avior Wealth Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 162,338 shares — an estimated $3.36M sold.

Avior Wealth Management first reported a position in BSCP in Q3 2020 and held it in 15 quarters. The position peaked at $35.9M in Q3 2024. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

  • Avior Wealth Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Avior Wealth Management sold 162,338 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $3.36M.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2020 and held it in 15 quarters.
  • Avior Wealth Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $35.9M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on Avior Wealth Management's 13F filing for Q4 2025, filed 6 Jan 2026.