Cerity Partners’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Cerity Partners’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	–	Sell	-10,573	Closed	-$219K	–	2648
2025 Q1	$219K	Sell	10,573 -511	-5%	-$10.6K	﹤0.01%	2173
2024 Q4	$229K	Buy	+11,084	New	+$229K	﹤0.01%	2171
2024 Q3	–	Sell	-13,878	Closed	-$284K	–	2543
2024 Q2	$284K	Buy	+13,878	New	+$284K	﹤0.01%	1853

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

Cerity Partners's BSCP Position: Q2 2025 in Review

Cerity Partners sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2025, closing a stake of 10,573 shares — an estimated $219K sold.

Cerity Partners first reported a position in BSCP in Q2 2024 and held it in 3 quarters. The position peaked at $284K in Q2 2024. 383 funds tracked by Wall St. Rank hold BSCP as of Q2 2025.

Cerity Partners reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Cerity Partners sold 10,573 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2025, an estimated $219K.
Cerity Partners first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2024 and held it in 3 quarters.
Cerity Partners's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $284K in Q2 2024.
383 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2025.

Based on Cerity Partners's 13F filing for Q2 2025, filed 13 Aug 2025.