GWM
BSCP

Geneos Wealth Management’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Geneos Wealth Management’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
-42,734
Closed -$884K – 2472
2025
Q3 		$884K Sell
42,734
-200,272
-82% -$4.15M 0.02% 515
2025
Q2 		$5.03M Sell
243,006
-87,225
-26% -$1.8M 0.12% 209
2025
Q1 		$6.83M Buy
330,231
+191,013
+137% +$3.95M 0.1% 253
2024
Q4 		$2.87M Buy
139,218
+180
+0.1% +$3.72K 0.1% 222
2024
Q3 		$2.87M Buy
139,038
+23,631
+20% +$486K 0.11% 217
2024
Q2 		$2.36M Sell
115,407
-216
-0.2% -$4.42K 0.1% 221
2024
Q1 		$2.36M Buy
115,623
+27,381
+31% +$560K 0.11% 222
2023
Q4 		$1.81M Buy
88,242
+26,640
+43% +$539K 0.09% 247
2023
Q3 		$1.24M Buy
61,602
+2,525
+4% +$50.9K 0.06% 282
2023
Q2 		$1.19M Buy
59,077
+5,882
+11% +$119K 0.06% 286
2023
Q1 		$1.08M Buy
53,195
+15,960
+43% +$322K 0.07% 276
2022
Q4 		$750K Buy
37,235
+6,535
+21% +$131K 0.05% 337
2022
Q3 		$612K Buy
30,700
+5,664
+23% +$116K 0.04% 353
2022
Q2 		$514K Buy
25,036
+201
+0.8% +$4.14K 0.03% 486
2022
Q1 		$519K Sell
24,835
-1,745
-7% -$37.3K 0.02% 524
2021
Q4 		$582K Sell
26,580
-108
-0.4% -$2.38K 0.02% 528
2021
Q3 		$591K Buy
26,688
+1,028
+4% +$22.9K 0.02% 529
2021
Q2 		$572K Buy
25,660
+2,056
+9% +$45.9K 0.02% 532
2021
Q1 		$526K Buy
23,604
+916
+4% +$20.5K 0.01% 624
2020
Q4 		$502K Buy
22,688
+10,483
+86% +$236K 0.02% 538
2020
Q3 		$272K Buy
12,205
+8,416
+222% +$189K 0.01% 589
2020
Q2 		$83K Hold
3,789
– – ﹤0.01% 1000
2020
Q1 		$76K Buy
3,789
+1,989
+111% +$42.4K 0.01% 941
2019
Q4 		$38K Buy
1,800
+500
+38% +$10.7K ﹤0.01% 1397
2019
Q3 		$27K Buy
1,300
+500
+63% +$10.6K ﹤0.01% 1468
2019
Q2 		$16K Buy
+800
New +$16.6K ﹤0.01% 1730

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

Geneos Wealth Management's BSCP Position: Q4 2025 in Review

Geneos Wealth Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 42,734 shares — an estimated $884K sold.

Geneos Wealth Management first reported a position in BSCP in Q2 2019 and held it in 26 quarters. The position peaked at $6.83M in Q1 2025. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

  • Geneos Wealth Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 42,734 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $884K.
  • Geneos Wealth Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2019 and held it in 26 quarters.
  • Geneos Wealth Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $6.83M in Q1 2025.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.