Genesis Wealth Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Genesis Wealth 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	-57,755	Closed	-$1.19M	–	64
2025 Q3	$1.19M	Sell	57,755 -3,300	-5%	-$68.3K	0.84%	21
2025 Q2	$1.26M	Sell	61,055 -8,515	-12%	-$176K	0.95%	21
2025 Q1	$1.44M	Sell	69,570 -109,047	-61%	-$2.26M	1.17%	21
2024 Q4	$3.69M	Buy	+178,617	New	+$3.69M	3.22%	9

Other funds holding BSCP

RSC

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Genesis Wealth Advisors's BSCP Position: Q4 2025 in Review

Genesis Wealth Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 57,755 shares — an estimated $1.19M sold.

Genesis Wealth Advisors first reported a position in BSCP in Q4 2024 and held it in 4 quarters. The position peaked at $3.69M in Q4 2024. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

Genesis Wealth Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Genesis Wealth Advisors sold 57,755 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $1.19M.
Genesis Wealth Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
Genesis Wealth Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $3.69M in Q4 2024.
2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on Genesis Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.