Oregon Pacific Wealth Management’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Oregon Pacific Wealth 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 Q4	–	Sell	-23,823	Closed	-$493K	–	118
2025 Q3	$493K	Sell	23,823 -1,800	-7%	-$37.3K	0.43%	58
2025 Q2	$530K	Sell	25,623 -10,612	-29%	-$220K	0.5%	51
2025 Q1	$749K	Buy	36,235 +414	+1%	+$8.56K	0.75%	39
2024 Q4	$740K	Buy	+35,821	New	+$740K	0.73%	38

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

Oregon Pacific Wealth Management's BSCP Position: Q4 2025 in Review

Oregon Pacific Wealth Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 23,823 shares — an estimated $493K sold.

Oregon Pacific Wealth Management first reported a position in BSCP in Q4 2024 and held it in 4 quarters. The position peaked at $749K in Q1 2025. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

Oregon Pacific Wealth Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Oregon Pacific Wealth Management sold 23,823 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $493K.
Oregon Pacific Wealth Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
Oregon Pacific Wealth Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $749K in Q1 2025.
2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.