CTA
BSCP

Chesley Taft & Associates’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Chesley Taft & Associates’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
Q1 		– Sell
-11,547
Closed -$238K – 334
2024
Q4 		$238K Sell
11,547
-1,000
-8% -$20.7K 0.01% 306
2024
Q3 		$259K Sell
12,547
-1,000
-7% -$20.6K 0.01% 300
2024
Q2 		$277K Sell
13,547
-8,500
-39% -$174K 0.01% 289
2024
Q1 		$450K Hold
22,047
– – 0.02% 251
2023
Q4 		$451K Buy
22,047
+847
+4% +$17.1K 0.03% 246
2023
Q3 		$426K Hold
21,200
– – 0.03% 236
2023
Q2 		$427K Hold
21,200
– – 0.03% 237
2023
Q1 		$430K Buy
21,200
+500
+2% +$10.1K 0.03% 233
2022
Q4 		$417K Hold
20,700
– – 0.03% 230
2022
Q3 		$413K Buy
20,700
+700
+4% +$14.3K 0.03% 226
2022
Q2 		$409K Hold
20,000
– – 0.03% 239
2022
Q1 		$416K Buy
20,000
+500
+3% +$10.7K 0.02% 246
2021
Q4 		$427K Buy
19,500
+5,800
+42% +$128K 0.02% 247
2021
Q3 		$304K Buy
13,700
+2,200
+19% +$49.1K 0.02% 272
2021
Q2 		$257K Buy
11,500
+2,000
+21% +$44.6K 0.01% 281
2021
Q1 		$210K Hold
9,500
– – 0.01% 283
2020
Q4 		$215K Hold
9,500
– – 0.01% 279
2020
Q3 		$212K Sell
9,500
-1,200
-11% -$26.9K 0.02% 257
2020
Q2 		$238K Hold
10,700
– – 0.02% 240
2020
Q1 		$220K Hold
10,700
– – 0.02% 239
2019
Q4 		$230K Hold
10,700
– – 0.02% 255
2019
Q3 		$229K Buy
10,700
+500
+5% +$10.6K 0.02% 254
2019
Q2 		$216K Hold
10,200
– – 0.02% 243
2019
Q1 		$210K Buy
+10,200
New +$205K 0.02% 249

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Chesley Taft & Associates's BSCP Position: Q1 2025 in Review

Chesley Taft & Associates sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2025, closing a stake of 11,547 shares — an estimated $238K sold.

Chesley Taft & Associates first reported a position in BSCP in Q1 2019 and held it in 24 quarters. The position peaked at $451K in Q4 2023. 384 funds tracked by Wall St. Rank hold BSCP as of Q1 2025.

  • Chesley Taft & Associates reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Chesley Taft & Associates sold 11,547 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2025, an estimated $238K.
  • Chesley Taft & Associates first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2019 and held it in 24 quarters.
  • Chesley Taft & Associates's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $451K in Q4 2023.
  • 384 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2025.

Based on Chesley Taft & Associates's 13F filing for Q1 2025, filed 10 Apr 2025.