Jim Simons’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Jim Simons’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	-2,068,800	Closed	-$42.8M	–	3574
2025 Q1	$42.8M	Buy	2,068,800 +158,157	+8%	+$3.27M	0.06%	372
2024 Q4	$39.5M	Buy	1,910,643 +415,821	+28%	+$8.59M	0.06%	403
2024 Q3	$30.9M	Buy	1,494,822 +331,922	+29%	+$6.83M	0.05%	489
2024 Q2	$23.8M	Buy	1,162,900 +70,600	+6%	+$1.44M	0.04%	525
2024 Q1	$22.3M	Buy	1,092,300 +714,042	+189%	+$14.6M	0.04%	581
2023 Q4	$7.74M	Buy	378,258 +279,558	+283%	+$5.66M	0.01%	1068
2023 Q3	$1.99M	Buy	+98,700	New	+$1.99M	﹤0.01%	1871
2023 Q2	–	Sell	-89,216	Closed	-$1.81M	–	3930
2023 Q1	$1.81M	Sell	89,216 -13,984	-14%	-$283K	﹤0.01%	2088
2022 Q4	$2.08M	Buy	+103,200	New	+$2.07M	﹤0.01%	2043
2022 Q3	–	Sell	-49,100	Closed	-$1M	–	4042
2022 Q2	$1M	Buy	+49,100	New	+$1.01M	﹤0.01%	2710
2022 Q1	–	Sell	-14,136	Closed	-$310K	–	4090
2021 Q4	$310K	Buy	+14,136	New	+$311K	﹤0.01%	3329

Other funds holding BSCP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Jim Simons's BSCP Position: Q2 2025 in Review

Jim Simons sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2025, closing a stake of 2,068,800 shares — an estimated $42.8M sold.

Jim Simons first reported a position in BSCP in Q4 2021 and held it in 11 quarters. The position peaked at $42.8M in Q1 2025. 383 funds tracked by Wall St. Rank hold BSCP as of Q2 2025.

Jim Simons reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Jim Simons sold 2,068,800 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2025, an estimated $42.8M.
Jim Simons first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2021 and held it in 11 quarters.
Jim Simons's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $42.8M in Q1 2025.
383 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.