SJS Investment Consulting’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

SJS Investment Consulting’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	–	Sell	-1,736	Closed	-$35.9K	–	1646
2025 Q2	$35.9K	Hold	1,736	–	–	0.01%	214
2025 Q1	$35.9K	Hold	1,736	–	–	0.01%	228
2024 Q4	$35.8K	Hold	1,736	–	–	0.01%	215
2024 Q3	$35.8K	Hold	1,736	–	–	0.01%	219
2024 Q2	$35.5K	Hold	1,736	–	–	0.01%	204
2024 Q1	$35.5K	Sell	1,736 -3,159	-65%	-$64.6K	0.01%	220
2023 Q4	$100K	Hold	4,895	–	–	0.02%	123
2023 Q3	$98.4K	Hold	4,895	–	–	0.02%	108
2023 Q2	$98.5K	Buy	4,895 +1,722	+54%	+$34.9K	0.02%	104
2023 Q1	$64.3K	Hold	3,173	–	–	0.02%	133
2022 Q4	$63.9K	Buy	3,173 +1,736	+121%	+$34.8K	0.02%	142
2022 Q3	$29K	Buy	+1,437	New	+$29.3K	0.01%	200
2022 Q1	$30K	Hold	1,437	–	–	0.01%	235
2021 Q4	$31K	Buy	+1,437	New	+$31.6K	0.01%	216

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

SJS Investment Consulting's BSCP Position: Q3 2025 in Review

SJS Investment Consulting sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q3 2025, closing a stake of 1,736 shares — an estimated $35.9K sold.

SJS Investment Consulting first reported a position in BSCP in Q4 2021 and held it in 14 quarters. The position peaked at $100K in Q4 2023. 357 funds tracked by Wall St. Rank hold BSCP as of Q3 2025.

SJS Investment Consulting reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
SJS Investment Consulting sold 1,736 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2025, an estimated $35.9K.
SJS Investment Consulting first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2021 and held it in 14 quarters.
SJS Investment Consulting's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $100K in Q4 2023.
357 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2025.

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