TPG Financial Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

TPG Financial 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	–	Sell	-16,747	Closed	-$346K	–	68
2025 Q1	$346K	Sell	16,747 -176,863	-91%	-$3.66M	0.15%	51
2024 Q4	$4M	Buy	193,610 +4,068	+2%	+$84K	1.74%	20
2024 Q3	$3.91M	Sell	189,542 -3,301	-2%	-$67.9K	1.76%	19
2024 Q2	$3.94M	Buy	+192,843	New	+$3.94M	1.87%	17
2023 Q4	$3.75M	Buy	183,535 +1,137	+0.6%	+$23K	1.91%	17
2023 Q3	$3.67M	Sell	182,398 -38,755	-18%	-$781K	1.9%	17
2023 Q2	$4.45M	Sell	221,153 -6,021	-3%	-$122K	2.33%	15
2023 Q1	$4.61M	Buy	227,174 +17,800	+9%	+$360K	2.52%	15
2022 Q4	$4.22M	Sell	209,374 -7,522	-3%	-$151K	2.56%	13
2022 Q3	$4.33M	Buy	+216,896	New	+$4.43M	2.66%	12

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

TPG Financial Advisors's BSCP Position: Q2 2025 in Review

TPG Financial Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2025, closing a stake of 16,747 shares — an estimated $346K sold.

TPG Financial Advisors first reported a position in BSCP in Q3 2022 and held it in 10 quarters. The position peaked at $4.61M in Q1 2023. 383 funds tracked by Wall St. Rank hold BSCP as of Q2 2025.

TPG Financial Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
TPG Financial Advisors sold 16,747 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2025, an estimated $346K.
TPG Financial Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2022 and held it in 10 quarters.
TPG Financial Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $4.61M in Q1 2023.
383 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2025.

Based on TPG Financial Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.