JGCM
BSCP

Joseph Group Capital Management’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Joseph Group Capital Management’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
-1,880
Closed -$38.9K – 106
2025
Q1 		$38.9K Buy
+1,880
New +$38.9K 0.01% 76

Other funds holding BSCP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Joseph Group Capital Management's BSCP Position: Q2 2025 in Review

Joseph Group Capital Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2025, closing a stake of 1,880 shares — an estimated $38.9K sold.

Joseph Group Capital Management first reported a position in BSCP in Q1 2025 and held it in 1 quarter. The position peaked at $38.9K in Q1 2025. 383 funds tracked by Wall St. Rank hold BSCP as of Q2 2025.

  • Joseph Group Capital Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Joseph Group Capital Management sold 1,880 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2025, an estimated $38.9K.
  • Joseph Group Capital Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Joseph Group Capital Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $38.9K in Q1 2025.
  • 383 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2025.

Based on Joseph Group Capital Management's 13F filing for Q2 2025, filed 7 Aug 2025.