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

HHM 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 Q1	–	Sell	-2,440	Closed	-$50.4K	–	937
2024 Q4	$50.4K	Hold	2,440	–	–	0.01%	350
2024 Q3	$50.4K	Hold	2,440	–	–	0.01%	342
2024 Q2	$49.9K	Hold	2,440	–	–	0.01%	343
2024 Q1	$49.9K	Hold	2,440	–	–	0.01%	299
2023 Q4	$49.9K	Hold	2,440	–	–	0.01%	290
2023 Q3	$49.1K	Hold	2,440	–	–	0.01%	273
2023 Q2	$49.1K	Hold	2,440	–	–	0.01%	288
2023 Q1	$49.5K	Hold	2,440	–	–	0.01%	277
2022 Q4	$49.1K	Hold	2,440	–	–	0.01%	247
2022 Q3	$49K	Hold	2,440	–	–	0.01%	234
2022 Q2	$50K	Hold	2,440	–	–	0.01%	276
2022 Q1	$51K	Hold	2,440	–	–	0.01%	303
2021 Q4	$53K	Hold	2,440	–	–	0.01%	297
2021 Q3	$54K	Hold	2,440	–	–	0.01%	287
2021 Q2	$54K	Buy	+2,440	New	+$54.4K	0.01%	287

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

HHM Wealth Advisors's BSCP Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2025, closing a stake of 2,440 shares — an estimated $50.4K sold.

HHM Wealth Advisors first reported a position in BSCP in Q2 2021 and held it in 15 quarters. The position peaked at $54K in Q3 2021. 384 funds tracked by Wall St. Rank hold BSCP as of Q1 2025.

HHM Wealth Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
HHM Wealth Advisors sold 2,440 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2025, an estimated $50.4K.
HHM Wealth Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2021 and held it in 15 quarters.
HHM Wealth Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $54K in Q3 2021.
384 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.