IAA
BSCP

Independent Advisor Alliance’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Independent Advisor Alliance’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
-1,628,765
Closed -$33.6M – 853
2024
Q4 		$33.6M Buy
+1,628,765
New +$33.6M 0.45% 44

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

Independent Advisor Alliance's BSCP Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2025, closing a stake of 1,628,765 shares — an estimated $33.6M sold.

Independent Advisor Alliance first reported a position in BSCP in Q4 2024 and held it in 1 quarter. The position peaked at $33.6M in Q4 2024. 384 funds tracked by Wall St. Rank hold BSCP as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,628,765 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2025, an estimated $33.6M.
  • Independent Advisor Alliance first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $33.6M in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.