Secure Asset Management’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Secure Asset 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 Q2	–	Sell	-55,677	Closed	-$1.15M	–	315
2025 Q1	$1.15M	Sell	55,677 -85,827	-61%	-$1.78M	0.23%	114
2024 Q4	$2.92M	Buy	141,504 +21,726	+18%	+$449K	0.44%	43
2024 Q3	$2.47M	Buy	119,778 +8,695	+8%	+$179K	0.42%	50
2024 Q2	$2.27M	Buy	111,083 +3,516	+3%	+$71.9K	0.43%	46
2024 Q1	$2.2M	Buy	107,567 +3,251	+3%	+$66.5K	0.52%	34
2023 Q4	$2.13M	Buy	104,316 +1,264	+1%	+$25.6K	0.57%	36
2023 Q3	$2.07M	Sell	103,052 -5,235	-5%	-$105K	0.62%	36
2023 Q2	$2.18M	Buy	108,287 +8,107	+8%	+$164K	0.66%	37
2023 Q1	$2.03M	Buy	100,180 +8,922	+10%	+$180K	0.68%	35
2022 Q4	$1.84M	Buy	91,258 +54,453	+148%	+$1.09M	0.66%	36
2022 Q3	$734K	Buy	36,805 +6,896	+23%	+$141K	0.41%	45
2022 Q2	$611K	Buy	+29,909	New	+$616K	0.34%	59

Other funds holding BSCP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Secure Asset Management's BSCP Position: Q2 2025 in Review

Secure Asset Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2025, closing a stake of 55,677 shares — an estimated $1.15M sold.

Secure Asset Management first reported a position in BSCP in Q2 2022 and held it in 12 quarters. The position peaked at $2.92M in Q4 2024. 383 funds tracked by Wall St. Rank hold BSCP as of Q2 2025.

Secure Asset Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Secure Asset Management sold 55,677 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2025, an estimated $1.15M.
Secure Asset Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2022 and held it in 12 quarters.
Secure Asset Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $2.92M in Q4 2024.
383 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2025.

Based on Secure Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.