Independent Financial Group’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Independent Financial Group’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 Q3	–	Sell	-19,404	Closed	-$401K	–	1360
2025 Q2	$401K	Sell	19,404 -2,264	-10%	-$46.8K	0.01%	881
2025 Q1	$448K	Buy	21,668 +1,696	+8%	+$35.1K	0.02%	750
2024 Q4	$412K	Buy	19,972 +1,719	+9%	+$35.5K	0.01%	770
2024 Q3	$377K	Buy	18,253 +3,040	+20%	+$62.6K	0.01%	773
2024 Q2	$311K	Buy	15,213 +213	+1%	+$4.36K	0.01%	815
2024 Q1	$306K	Buy	15,000 +2,140	+17%	+$43.7K	0.01%	772
2023 Q4	$263K	Buy	+12,860	New	+$260K	0.01%	780

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Independent Financial Group's BSCP Position: Q3 2025 in Review

Independent Financial Group sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q3 2025, closing a stake of 19,404 shares — an estimated $401K sold.

Independent Financial Group first reported a position in BSCP in Q4 2023 and held it in 7 quarters. The position peaked at $448K in Q1 2025. 357 funds tracked by Wall St. Rank hold BSCP as of Q3 2025.

Independent Financial Group reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Independent Financial Group sold 19,404 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2025, an estimated $401K.
Independent Financial Group first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2023 and held it in 7 quarters.
Independent Financial Group's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $448K in Q1 2025.
357 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.