SFWC
BSCP

Strategic Family Wealth Counselors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Strategic Family Wealth Counselors’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
-82,925
Closed -$1.72M – 221
2025
Q3 		$1.72M Buy
82,925
+2,767
+3% +$57.3K 0.44% 51
2025
Q2 		$1.66M Buy
80,158
+15,168
+23% +$314K 0.47% 49
2025
Q1 		$1.34M Buy
64,990
+8,214
+14% +$170K 0.44% 52
2024
Q4 		$1.17M Sell
56,776
-13,306
-19% -$275K 0.38% 55
2024
Q3 		$1.45M Buy
70,082
+10,735
+18% +$221K 0.51% 45
2024
Q2 		$1.21M Sell
59,347
-1,228
-2% -$25.1K 0.46% 45
2024
Q1 		$1.24M Buy
60,575
+12,353
+26% +$253K 0.49% 47
2023
Q4 		$986K Buy
48,222
+363
+0.8% +$7.35K 0.41% 48
2023
Q3 		$962K Buy
47,859
+347
+0.7% +$6.99K 0.46% 43
2023
Q2 		$956K Buy
47,512
+337
+0.7% +$6.83K 0.44% 41
2023
Q1 		$957K Buy
47,175
+10,860
+30% +$219K 0.45% 42
2022
Q4 		$731K Sell
36,315
-8,971
-20% -$180K 0.36% 48
2022
Q3 		$903K Buy
45,286
+2,969
+7% +$60.6K 0.44% 39
2022
Q2 		$865K Buy
42,317
+2,179
+5% +$44.9K 0.42% 38
2022
Q1 		$839K Buy
40,138
+14,407
+56% +$308K 0.34% 44
2021
Q4 		$564K Buy
25,731
+14,959
+139% +$329K 0.18% 57
2021
Q3 		$239K Hold
10,772
– – 0.08% 77
2021
Q2 		$240K Sell
10,772
-772
-7% -$17.2K 0.08% 73
2021
Q1 		$256K Buy
11,544
+2,516
+28% +$56.3K 0.1% 67
2020
Q4 		$204K Hold
9,028
– – 0.11% 78
2020
Q3 		$202K Hold
9,028
– – 0.11% 73
2020
Q2 		$201K Buy
+9,028
New +$196K 0.13% 73

Other funds holding BSCP

RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
IA
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

Strategic Family Wealth Counselors's BSCP Position: Q4 2025 in Review

Strategic Family Wealth Counselors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 82,925 shares — an estimated $1.72M sold.

Strategic Family Wealth Counselors first reported a position in BSCP in Q2 2020 and held it in 22 quarters. The position peaked at $1.72M in Q3 2025. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

  • Strategic Family Wealth Counselors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 82,925 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $1.72M.
  • Strategic Family Wealth Counselors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2020 and held it in 22 quarters.
  • Strategic Family Wealth Counselors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $1.72M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on Strategic Family Wealth Counselors's 13F filing for Q4 2025, filed 4 Feb 2026.