CGFA
BSCP

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

Colton Groome 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
Q4 		– Sell
-20,051
Closed -$415K – 138
2025
Q3 		$415K Sell
20,051
-17,580
-47% -$364K 0.13% 91
2025
Q2 		$778K Sell
37,631
-875
-2% -$18.1K 0.26% 61
2025
Q1 		$797K Sell
38,506
-97,456
-72% -$2.02M 0.31% 57
2024
Q4 		$2.81M Sell
135,962
-52,712
-28% -$1.09M 1.07% 23
2024
Q3 		$3.9M Sell
188,674
-950
-0.5% -$19.6K 1.46% 13
2024
Q2 		$3.88M Sell
189,624
-98
-0.1% -$2K 1.53% 12
2024
Q1 		$3.88M Buy
189,722
+18,301
+11% +$374K 1.56% 14
2023
Q4 		$3.51M Buy
171,421
+14,206
+9% +$288K 1.53% 14
2023
Q3 		$3.16M Sell
157,215
-326
-0.2% -$6.57K 1.58% 18
2023
Q2 		$3.17M Buy
157,541
+30,621
+24% +$620K 1.49% 16
2023
Q1 		$2.57M Buy
126,920
+19,198
+18% +$388K 1.23% 23
2022
Q4 		$2.17M Buy
107,722
+11,957
+12% +$240K 1.06% 29
2022
Q3 		$1.91M Buy
95,765
+11,479
+14% +$234K 0.97% 25
2022
Q2 		$1.72M Buy
84,286
+54,341
+181% +$1.12M 0.86% 26
2022
Q1 		$626K Buy
+29,945
New +$639K 0.29% 53

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

Colton Groome Financial Advisors's BSCP Position: Q4 2025 in Review

Colton Groome Financial Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 20,051 shares — an estimated $415K sold.

Colton Groome Financial Advisors first reported a position in BSCP in Q1 2022 and held it in 15 quarters. The position peaked at $3.9M in Q3 2024. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

  • Colton Groome Financial Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 20,051 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $415K.
  • Colton Groome Financial Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2022 and held it in 15 quarters.
  • Colton Groome Financial Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $3.9M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.