MFC
BSCP

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

Morris Financial Concepts’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
-9,689
Closed -$200K – 194
2025
Q3 		$200K Hold
9,689
– – 0.07% 134
2025
Q2 		$200K Hold
9,689
– – 0.08% 134
2025
Q1 		$200K Hold
9,689
– – 0.08% 131
2024
Q4 		$200K Hold
9,689
– – 0.09% 123
2024
Q3 		$200K Buy
+9,689
New +$199K 0.09% 119

Other funds holding BSCP

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

Morris Financial Concepts's BSCP Position: Q4 2025 in Review

Morris Financial Concepts sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 9,689 shares — an estimated $200K sold.

Morris Financial Concepts first reported a position in BSCP in Q3 2024 and held it in 5 quarters. The position peaked at $200K in Q3 2025. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

  • Morris Financial Concepts reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Morris Financial Concepts sold 9,689 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $200K.
  • Morris Financial Concepts first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2024 and held it in 5 quarters.
  • Morris Financial Concepts's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $200K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on Morris Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.