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

Sterling Financial 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 Q3	$342K	Buy	+16,534	New	+$342K	0.11%	61
2024 Q2	–	Sell	-11,576	Closed	-$236K	–	66
2024 Q1	$236K	Sell	11,576 -4,013	-26%	-$82K	0.11%	58
2023 Q4	$319K	Hold	15,589	–	–	0.19%	44
2023 Q3	$313K	Buy	15,589 +1,573	+11%	+$31.7K	0.2%	43
2023 Q2	$282K	Buy	+14,016	New	+$284K	0.19%	46

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

Sterling Financial Group's BSCP Position: Q3 2025 in Review

Sterling Financial Group opened a new position in Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q3 2025: 16,534 shares worth $342K. The stake represents 0.11% of the portfolio and ranks #61 among its holdings. This is a return to the name: Sterling Financial Group previously reported a position in BSCP as recently as Q1 2024.

Sterling Financial Group first reported a position in BSCP in Q2 2023 and has held it in 5 quarters since. 357 funds tracked by Wall St. Rank hold BSCP as of Q3 2025.

Sterling Financial Group held 16,534 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $342K as of Q3 2025.
Invesco BulletShares 2025 Corporate Bond ETF was a new Sterling Financial Group position in Q3 2025.
Invesco BulletShares 2025 Corporate Bond ETF made up 0.11% of Sterling Financial Group's portfolio in Q3 2025, its #61 holding.
Sterling Financial Group first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2023 and has held it in 5 quarters since.
357 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.