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

Phoenix 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	-28,295	Closed	-$585K	–	467
2025 Q3	$585K	Sell	28,295 -24,697	-47%	-$511K	0.01%	277
2025 Q2	$1.1M	Sell	52,992 -8,690	-14%	-$180K	0.01%	227
2025 Q1	$1.27M	Buy	61,682 +426	+0.7%	+$8.81K	0.02%	201
2024 Q4	$1.26M	Buy	61,256 +5,118	+9%	+$106K	0.02%	209
2024 Q3	$1.16M	Buy	56,138 +23,417	+72%	+$482K	0.02%	212
2024 Q2	$669K	Sell	32,721 -6,068	-16%	-$124K	0.01%	234
2024 Q1	$792K	Buy	+38,789	New	+$793K	0.01%	235

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

Phoenix Financial's BSCP Position: Q4 2025 in Review

Phoenix Financial sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 28,295 shares — an estimated $585K sold.

Phoenix Financial first reported a position in BSCP in Q1 2024 and held it in 7 quarters. The position peaked at $1.27M in Q1 2025. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

Phoenix Financial reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Phoenix Financial sold 28,295 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $585K.
Phoenix Financial first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2024 and held it in 7 quarters.
Phoenix Financial's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $1.27M in Q1 2025.
2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on Phoenix Financial's 13F filing for Q4 2025, filed 5 Feb 2026.