Insight Wealth Partners’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Insight Wealth Partners’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 Q2	–	Sell	-34,612	Closed	-$716K	–	110
2025 Q1	$716K	Sell	34,612 -294	-0.8%	-$6.08K	0.12%	58
2024 Q4	$721K	Buy	34,906 +433	+1%	+$8.94K	0.1%	55
2024 Q3	$712K	Sell	34,473 -294	-0.8%	-$6.05K	0.14%	57
2024 Q2	$711K	Buy	34,767 +537	+2%	+$11K	0.12%	48
2024 Q1	$699K	Sell	34,230 -1,029	-3%	-$21K	0.12%	47
2023 Q4	$721K	Sell	35,259 -1,372	-4%	-$27.8K	0.13%	45
2023 Q3	$737K	Sell	36,631 -13,776	-27%	-$278K	0.14%	39
2023 Q2	$1.01M	Buy	50,407 +35,228	+232%	+$714K	0.24%	29
2023 Q1	$308K	Hold	15,179	–	–	0.07%	49
2022 Q4	$306K	Sell	15,179 -889	-6%	-$17.8K	0.23%	45
2022 Q3	$320K	Hold	16,068	–	–	0.3%	43
2022 Q2	$328K	Buy	16,068 +1,452	+10%	+$29.9K	0.25%	44
2022 Q1	$306K	Buy	14,616 +686	+5%	+$14.6K	0.17%	57
2021 Q4	$305K	Buy	13,930 +3,630	+35%	+$79.9K	0.06%	65
2021 Q3	$229K	Hold	10,300	–	–	0.12%	53
2021 Q2	$230K	Hold	10,300	–	–	0.12%	52
2021 Q1	$228K	Hold	10,300	–	–	0.11%	47
2020 Q4	$233K	Buy	+10,300	New	+$231K	0.14%	46

Other funds holding BSCP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Insight Wealth Partners's BSCP Position: Q2 2025 in Review

Insight Wealth Partners sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2025, closing a stake of 34,612 shares — an estimated $716K sold.

Insight Wealth Partners first reported a position in BSCP in Q4 2020 and held it in 18 quarters. The position peaked at $1.01M in Q2 2023. 383 funds tracked by Wall St. Rank hold BSCP as of Q2 2025.

Insight Wealth Partners reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Insight Wealth Partners sold 34,612 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2025, an estimated $716K.
Insight Wealth Partners first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2020 and held it in 18 quarters.
Insight Wealth Partners's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $1.01M in Q2 2023.
383 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2025.

Based on Insight Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.