BFG
BSCP

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

Berger 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
-150,203
Closed -$3.11M – 475
2025
Q3 		$3.11M Sell
150,203
-28,945
-16% -$599K 0.19% 109
2025
Q2 		$3.7M Sell
179,148
-22,178
-11% -$459K 0.24% 97
2025
Q1 		$4.16M Sell
201,326
-23,449
-10% -$485K 0.29% 89
2024
Q4 		$4.64M Buy
224,775
+24,258
+12% +$501K 0.32% 79
2024
Q3 		$4.14M Buy
200,517
+7,558
+4% +$156K 0.3% 85
2024
Q2 		$3.95M Buy
192,959
+24,770
+15% +$506K 0.31% 83
2024
Q1 		$3.44M Buy
168,189
+7,912
+5% +$162K 0.28% 89
2023
Q4 		$3.28M Buy
160,277
+26,498
+20% +$536K 0.34% 79
2023
Q3 		$2.69M Buy
133,779
+41,934
+46% +$845K 0.31% 84
2023
Q2 		$1.85M Buy
91,845
+50,819
+124% +$1.03M 0.21% 96
2023
Q1 		$832K Buy
41,026
+11,774
+40% +$238K 0.1% 119
2022
Q4 		$589K Buy
29,252
+10,397
+55% +$208K 0.08% 139
2022
Q3 		$376K Buy
+18,855
New +$385K 0.06% 160

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

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

Berger Financial Group sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 150,203 shares — an estimated $3.11M sold.

Berger Financial Group first reported a position in BSCP in Q3 2022 and held it in 13 quarters. The position peaked at $4.64M in Q4 2024. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

  • Berger Financial Group reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Berger Financial Group sold 150,203 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $3.11M.
  • Berger Financial Group first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2022 and held it in 13 quarters.
  • Berger Financial Group's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $4.64M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on Berger Financial Group's 13F filing for Q4 2025, filed 27 Jan 2026.