BFG
BSCP

Beacon Financial Group’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Beacon Financial Group’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
-125,227
Closed -$2.59M – 348
2025
Q3 		$2.59M Sell
125,227
-8,655
-6% -$179K 0.25% 97
2025
Q2 		$2.77M Sell
133,882
-5,326
-4% -$110K 0.29% 90
2025
Q1 		$2.88M Buy
139,208
+2,079
+2% +$43K 0.31% 80
2024
Q4 		$2.83M Sell
137,129
-12,746
-9% -$263K 0.3% 83
2024
Q3 		$3.09M Sell
149,875
-6,803
-4% -$140K 0.33% 77
2024
Q2 		$3.2M Sell
156,678
-58,365
-27% -$1.19M 0.36% 72
2024
Q1 		$4.39M Buy
215,043
+27,019
+14% +$552K 0.5% 54
2023
Q4 		$3.85M Sell
188,024
-24,003
-11% -$486K 0.47% 60
2023
Q3 		$4.28M Sell
212,027
-564,556
-73% -$11.4M 0.61% 52
2023
Q2 		$15.6M Sell
776,583
-2,366
-0.3% -$47.9K 2.12% 6
2023
Q1 		$15.8M Sell
778,949
-11,056
-1% -$223K 2.21% 5
2022
Q4 		$15.9M Buy
790,005
+343,152
+77% +$6.88M 2.17% 5
2022
Q3 		$9.52M Buy
+446,853
New +$9.12M 1.48% 14

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 $18.1B AUM 24.69% 1-Year Est. Return

Beacon Financial Group's BSCP Position: Q4 2025 in Review

Beacon Financial Group sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 125,227 shares — an estimated $2.59M sold.

Beacon Financial Group first reported a position in BSCP in Q3 2022 and held it in 13 quarters. The position peaked at $15.9M in Q4 2022. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

  • Beacon Financial Group reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Group sold 125,227 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $2.59M.
  • Beacon Financial Group first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2022 and held it in 13 quarters.
  • Beacon Financial Group's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $15.9M in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on Beacon Financial Group's 13F filing for Q4 2025, filed 1 Apr 2026.