GM
BSCP

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

GeoWealth 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
Q1 		– Sell
-125
Closed -$2.58K – 1152
2024
Q4 		$2.58K Sell
125
-19,562
-99% -$404K ﹤0.01% 1625
2024
Q3 		$407K Sell
19,687
-3,271
-14% -$67.3K 0.01% 511
2024
Q2 		$469K Buy
22,958
+11,467
+100% +$234K 0.02% 448
2024
Q1 		$235K Buy
+11,491
New +$235K 0.01% 631

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
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
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

GeoWealth Management's BSCP Position: Q1 2025 in Review

GeoWealth Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2025, closing a stake of 125 shares — an estimated $2.58K sold.

GeoWealth Management first reported a position in BSCP in Q1 2024 and held it in 4 quarters. The position peaked at $469K in Q2 2024. 384 funds tracked by Wall St. Rank hold BSCP as of Q1 2025.

  • GeoWealth Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 125 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2025, an estimated $2.58K.
  • GeoWealth Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2024 and held it in 4 quarters.
  • GeoWealth Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $469K in Q2 2024.
  • 384 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.