CFCI
BSCP

Comprehensive Financial Consultants Institutional’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Comprehensive Financial Consultants Institutional’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
-36,618
Closed -$758K – 194
2025
Q3 		$758K Sell
36,618
-508
-1% -$10.5K 0.23% 109
2025
Q2 		$768K Hold
37,126
– – 0.25% 113
2025
Q1 		$768K Sell
37,126
-6
-0% -$124 0.27% 105
2024
Q4 		$767K Sell
37,132
-878
-2% -$18.1K 0.28% 103
2024
Q3 		$785K Hold
38,010
– – 0.29% 104
2024
Q2 		$777K Sell
38,010
-590
-2% -$12.1K 0.3% 98
2024
Q1 		$789K Buy
38,600
+1,077
+3% +$22K 0.33% 98
2023
Q4 		$768K Sell
37,523
-2,783
-7% -$56.3K 0.36% 95
2023
Q3 		$811K Sell
40,306
-2,415
-6% -$48.7K 0.43% 84
2023
Q2 		$863K Sell
42,721
-178
-0.4% -$3.6K 0.46% 82
2023
Q1 		$870K Sell
42,899
-9
-0% -$182 0.49% 81
2022
Q4 		$872K Buy
42,908
+3,501
+9% +$70.2K 0.53% 74
2022
Q3 		$782K Buy
39,407
+6,273
+19% +$128K 0.52% 73
2022
Q2 		$677K Sell
33,134
-1,403
-4% -$28.9K 0.48% 80
2022
Q1 		$710K Sell
34,537
-468
-1% -$9.99K 0.49% 75
2021
Q4 		$744K Buy
+35,005
New +$770K 0.48% 76

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

Comprehensive Financial Consultants Institutional's BSCP Position: Q4 2025 in Review

Comprehensive Financial Consultants Institutional sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 36,618 shares — an estimated $758K sold.

Comprehensive Financial Consultants Institutional first reported a position in BSCP in Q4 2021 and held it in 16 quarters. The position peaked at $872K in Q4 2022. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

  • Comprehensive Financial Consultants Institutional reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 36,618 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $758K.
  • Comprehensive Financial Consultants Institutional first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2021 and held it in 16 quarters.
  • Comprehensive Financial Consultants Institutional's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $872K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q4 2025, filed 29 Jan 2026.