BFA
BSCP

Beaumont Financial Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Beaumont Financial Advisors’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
-68,937
Closed -$1.43M – 396
2025
Q2 		$1.43M Sell
68,937
-1,413
-2% -$29.2K 0.1% 120
2025
Q1 		$1.45M Sell
70,350
-1,674
-2% -$34.6K 0.11% 120
2024
Q4 		$1.49M Buy
72,024
+3,794
+6% +$78.3K 0.11% 120
2024
Q3 		$1.41M Sell
68,230
-17,925
-21% -$369K 0.11% 115
2024
Q2 		$1.76M Buy
86,155
+1,834
+2% +$37.5K 0.14% 98
2024
Q1 		$1.72M Buy
84,321
+1,186
+1% +$24.2K 0.14% 94
2023
Q4 		$1.7M Sell
83,135
-6,668
-7% -$135K 0.16% 90
2023
Q3 		$1.81M Sell
89,803
-3,469
-4% -$69.9K 0.18% 81
2023
Q2 		$1.88M Sell
93,272
-3,222
-3% -$65.3K 0.17% 92
2023
Q1 		$1.96M Sell
96,494
-2,697
-3% -$54.5K 0.2% 74
2022
Q4 		$2M Sell
99,191
-85
-0.1% -$1.7K 0.2% 70
2022
Q3 		$1.98M Buy
99,276
+85,683
+630% +$1.75M 0.19% 71
2022
Q2 		$278K Hold
13,593
– – 0.02% 257
2022
Q1 		$284K Hold
13,593
– – 0.02% 287
2021
Q4 		$298K Sell
13,593
-2,021
-13% -$44.5K 0.02% 273
2021
Q3 		$347K Buy
15,614
+137
+0.9% +$3.06K 0.03% 253
2021
Q2 		$345K Buy
15,477
+8
+0.1% +$178 0.03% 269
2021
Q1 		$343K Sell
15,469
-270,689
-95% -$6.06M 0.03% 247
2020
Q4 		$6.48M Sell
286,158
-144,774
-34% -$3.25M 0.58% 60
2020
Q3 		$9.63M Buy
430,932
+50,096
+13% +$1.12M 0.92% 30
2020
Q2 		$8.46M Buy
380,836
+67,745
+22% +$1.47M 0.88% 40
2020
Q1 		$6.44M Buy
+313,091
New +$6.67M 0.81% 36

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

Beaumont Financial Advisors's BSCP Position: Q3 2025 in Review

Beaumont Financial Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q3 2025, closing a stake of 68,937 shares — an estimated $1.43M sold.

Beaumont Financial Advisors first reported a position in BSCP in Q1 2020 and held it in 22 quarters. The position peaked at $9.63M in Q3 2020. 357 funds tracked by Wall St. Rank hold BSCP as of Q3 2025.

  • Beaumont Financial Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 68,937 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2025, an estimated $1.43M.
  • Beaumont Financial Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2020 and held it in 22 quarters.
  • Beaumont Financial Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $9.63M in Q3 2020.
  • 357 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2025.

Based on Beaumont Financial Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.