Founders Financial Securities’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Founders Financial Securities’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	-10,462	Closed	-$216K	–	467
2024 Q4	$216K	Hold	10,462	–	–	0.02%	414
2024 Q3	$216K	Hold	10,462	–	–	0.02%	404
2024 Q2	$214K	Hold	10,462	–	–	0.02%	396
2024 Q1	$214K	Hold	10,462	–	–	0.02%	358
2023 Q4	$214K	Hold	10,462	–	–	0.02%	341
2023 Q3	$210K	Sell	10,462 -1,204	-10%	-$24.3K	0.03%	302
2023 Q2	$235K	Buy	11,666 +31	+0.3%	+$628	0.03%	282
2023 Q1	$236K	Sell	11,635 -85	-0.7%	-$1.72K	0.03%	282
2022 Q4	$236K	Buy	+11,720	New	+$235K	0.04%	285

Other funds holding BSCP

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

Founders Financial Securities's BSCP Position: Q1 2025 in Review

Founders Financial Securities sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2025, closing a stake of 10,462 shares — an estimated $216K sold.

Founders Financial Securities first reported a position in BSCP in Q4 2022 and held it in 9 quarters. The position peaked at $236K in Q4 2022. 384 funds tracked by Wall St. Rank hold BSCP as of Q1 2025.

Founders Financial Securities reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Founders Financial Securities sold 10,462 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2025, an estimated $216K.
Founders Financial Securities first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2022 and held it in 9 quarters.
Founders Financial Securities's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $236K in Q4 2022.
384 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2025.

Based on Founders Financial Securities's 13F filing for Q1 2025, filed 12 May 2025.