Summit Investment Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Summit Investment Advisors’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	$1.03M	Sell	49,764 -90	-0.2%	-$1.86K	0.85%	28
2025 Q1	$1.03M	Sell	49,854 -260,274	-84%	-$5.38M	0.92%	28
2024 Q4	$6.42M	Buy	+310,128	New	+$6.4M	5.7%	6

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

Summit Investment Advisors's BSCP Position: Q2 2025 in Review

Summit Investment Advisors reduced its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) stake by 0.18% in Q2 2025, selling an estimated $1.86K and leaving 49,764 shares worth $1.03M. The position accounts for 0.85% of the portfolio, ranked #28.

Summit Investment Advisors first reported a position in BSCP in Q4 2024 and has held it in 3 quarters since. The position peaked at $6.42M in Q4 2024. 383 funds tracked by Wall St. Rank hold BSCP as of Q2 2025.

Summit Investment Advisors held 49,764 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $1.03M as of Q2 2025.
Summit Investment Advisors sold 90 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2025, an estimated $1.86K.
Invesco BulletShares 2025 Corporate Bond ETF made up 0.85% of Summit Investment Advisors's portfolio in Q2 2025, its #28 holding.
Summit Investment Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
Summit Investment Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $6.42M in Q4 2024.
383 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.