Strategic Financial Concepts’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Strategic Financial Concepts’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	-86,134	Closed	-$1.78M	–	290
2025 Q1	$1.78M	Buy	86,134 +16,923	+24%	+$350K	0.33%	66
2024 Q4	$1.43M	Buy	69,211 +41,851	+153%	+$864K	0.27%	80
2024 Q3	$565K	Sell	27,360 -447,898	-94%	-$9.22M	0.18%	107
2024 Q2	$598K	Buy	475,258 +435,822	+1,105%	+$8.91M	0.35%	67
2024 Q1	$806K	Buy	39,436 +10,253	+35%	+$210K	0.19%	120
2023 Q4	$597K	Buy	29,183 +2,243	+8%	+$45.4K	0.35%	74
2023 Q3	$542K	Buy	26,940 +7,821	+41%	+$158K	0.18%	132
2023 Q2	$385K	Buy	19,119 +7,798	+69%	+$158K	0.14%	148
2023 Q1	$230K	Buy	+11,321	New	+$229K	0.09%	194

Other funds holding BSCP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Strategic Financial Concepts's BSCP Position: Q2 2025 in Review

Strategic Financial Concepts sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2025, closing a stake of 86,134 shares — an estimated $1.78M sold.

Strategic Financial Concepts first reported a position in BSCP in Q1 2023 and held it in 9 quarters. The position peaked at $1.78M in Q1 2025. 383 funds tracked by Wall St. Rank hold BSCP as of Q2 2025.

Strategic Financial Concepts reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Strategic Financial Concepts sold 86,134 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2025, an estimated $1.78M.
Strategic Financial Concepts first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2023 and held it in 9 quarters.
Strategic Financial Concepts's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $1.78M in Q1 2025.
383 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.