SEEDPG
BSCP

S.E.E.D. Planning Group’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

S.E.E.D. Planning Group’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
Q1 		– Sell
-33,641
Closed -$695K – 74
2024
Q4 		$695K Sell
33,641
-119,180
-78% -$2.46M 0.23% 61
2024
Q3 		$3.16M Buy
152,821
+1,964
+1% +$40.4K 1.05% 32
2024
Q2 		$3.09M Sell
150,857
-4,490
-3% -$91.8K 1.12% 27
2024
Q1 		$3.17M Buy
155,347
+174
+0.1% +$3.56K 1.16% 28
2023
Q4 		$3.17M Sell
155,173
-359,803
-70% -$7.28M 1.28% 27
2023
Q3 		$10.4M Buy
514,976
+115,349
+29% +$2.32M 3.99% 3
2023
Q2 		$8.04M Buy
399,627
+9,693
+2% +$196K 2.82% 12
2023
Q1 		$7.91M Sell
389,934
-41,541
-10% -$839K 3.05% 8
2022
Q4 		$8.69M Buy
431,475
+46,425
+12% +$931K 3.77% 2
2022
Q3 		$7.68M Sell
385,050
-62,568
-14% -$1.28M 3.59% 5
2022
Q2 		$9.15M Sell
447,618
-78,945
-15% -$1.63M 4.14% 5
2022
Q1 		$11M Sell
526,563
-59,616
-10% -$1.27M 4.69% 5
2021
Q4 		$12.8M Buy
586,179
+13,743
+2% +$302K 5.57% 3
2021
Q3 		$12.7M Buy
572,436
+112,438
+24% +$2.51M 5.99% 3
2021
Q2 		$10.3M Buy
459,998
+45,492
+11% +$1.01M 5.05% 4
2021
Q1 		$9.18M Buy
+414,506
New +$9.27M 5.04% 4

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

S.E.E.D. Planning Group's BSCP Position: Q1 2025 in Review

S.E.E.D. Planning Group sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2025, closing a stake of 33,641 shares — an estimated $695K sold.

S.E.E.D. Planning Group first reported a position in BSCP in Q1 2021 and held it in 16 quarters. The position peaked at $12.8M in Q4 2021. 384 funds tracked by Wall St. Rank hold BSCP as of Q1 2025.

  • S.E.E.D. Planning Group reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • S.E.E.D. Planning Group sold 33,641 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2025, an estimated $695K.
  • S.E.E.D. Planning Group first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2021 and held it in 16 quarters.
  • S.E.E.D. Planning Group's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $12.8M in Q4 2021.
  • 384 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2025.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2025, filed 8 Apr 2025.