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

Lantz Financial’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 Q4	–	Sell	-368,969	Closed	-$7.63M	–	248
2025 Q3	$7.63M	Buy	368,969 +14,889	+4%	+$308K	1.69%	11
2025 Q2	$7.32M	Buy	354,080 +14,857	+4%	+$307K	1.82%	10
2025 Q1	$7.02M	Buy	339,223 +26,934	+9%	+$557K	1.92%	10
2024 Q4	$6.45M	Buy	312,289 +47,787	+18%	+$987K	1.72%	12
2024 Q3	$5.46M	Buy	264,502 +249,643	+1,680%	+$5.14M	1.48%	11
2024 Q2	$304K	Buy	14,859 +4,775	+47%	+$97.6K	0.09%	167
2024 Q1	$206K	Buy	+10,084	New	+$206K	0.07%	200

Other funds holding BSCP

RSC

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Lantz Financial's BSCP Position: Q4 2025 in Review

Lantz Financial sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 368,969 shares — an estimated $7.63M sold.

Lantz Financial first reported a position in BSCP in Q1 2024 and held it in 7 quarters. The position peaked at $7.63M in Q3 2025. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

Lantz Financial reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Lantz Financial sold 368,969 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $7.63M.
Lantz Financial first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2024 and held it in 7 quarters.
Lantz Financial's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $7.63M in Q3 2025.
2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on Lantz Financial's 13F filing for Q4 2025, filed 14 Jan 2026.