Optimum Investment Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Optimum Investment Advisors’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 Q3	$399K	Hold	19,300	–	–	0.16%	117
2025 Q2	$399K	Hold	19,300	–	–	0.17%	111
2025 Q1	$399K	Buy	19,300 +3,938	+26%	+$81.5K	0.19%	109
2024 Q4	$317K	Hold	15,362	–	–	0.14%	134
2024 Q3	$317K	Hold	15,362	–	–	0.14%	149
2024 Q2	$314K	Buy	15,362 +2,500	+19%	+$51.1K	0.14%	144
2024 Q1	$263K	Buy	12,862 +8,050	+167%	+$165K	0.12%	164
2023 Q4	$98.4K	Sell	4,812 -1,300	-21%	-$26.3K	0.05%	262
2023 Q3	$123K	Hold	6,112	–	–	0.06%	235
2023 Q2	$123K	Buy	6,112 +2,000	+49%	+$40.5K	0.06%	244
2023 Q1	$83.4K	Buy	4,112 +3,000	+270%	+$60.6K	0.04%	300
2022 Q4	$22.4K	Sell	1,112 -2,500	-69%	-$50.1K	0.01%	473
2022 Q3	$72K	Buy	3,612 +112	+3%	+$2.29K	0.04%	325
2022 Q2	$72K	Hold	3,500	–	–	0.04%	334
2022 Q1	$73K	Hold	3,500	–	–	0.03%	365
2021 Q4	$77K	Hold	3,500	–	–	0.03%	385
2021 Q3	$78K	Buy	3,500 +1,000	+40%	+$22.3K	0.03%	377
2021 Q2	$56K	Buy	2,500 +1,500	+150%	+$33.5K	0.02%	479
2021 Q1	$22K	Hold	1,000	–	–	0.01%	646
2020 Q4	$23K	Buy	+1,000	New	+$22.5K	0.01%	609

Other funds holding BSCP

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Optimum Investment Advisors's BSCP Position: Q3 2025 in Review

Optimum Investment Advisors held its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) position steady in Q3 2025 at 19,300 shares worth $399K. The position accounts for 0.16% of the portfolio, ranked #117.

Optimum Investment Advisors first reported a position in BSCP in Q4 2020 and has held it in 20 quarters since. 357 funds tracked by Wall St. Rank hold BSCP as of Q3 2025.

Optimum Investment Advisors held 19,300 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $399K as of Q3 2025.
Optimum Investment Advisors left its Invesco BulletShares 2025 Corporate Bond ETF share count unchanged in Q3 2025.
Invesco BulletShares 2025 Corporate Bond ETF made up 0.16% of Optimum Investment Advisors's portfolio in Q3 2025, its #117 holding.
Optimum Investment Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2020 and has held it in 20 quarters since.
357 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.