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

United Capital 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 Q1	–	Sell	-13,322	Closed	-$275K	–	1070
2024 Q4	$275K	Sell	13,322 -1,400	-10%	-$28.9K	﹤0.01%	911
2024 Q3	$304K	Buy	14,722 +1,488	+11%	+$30.6K	﹤0.01%	867
2024 Q2	$271K	Buy	13,234 +10	+0.1%	+$204	﹤0.01%	888
2024 Q1	$270K	Buy	+13,224	New	+$270K	﹤0.01%	919
2023 Q2	–	Sell	-9,905	Closed	-$201K	–	902
2023 Q1	$201K	Buy	+9,905	New	+$200K	﹤0.01%	928

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

United Capital Financial Advisors's BSCP Position: Q1 2025 in Review

United Capital Financial Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2025, closing a stake of 13,322 shares — an estimated $275K sold.

United Capital Financial Advisors first reported a position in BSCP in Q1 2023 and held it in 5 quarters. The position peaked at $304K in Q3 2024. 384 funds tracked by Wall St. Rank hold BSCP as of Q1 2025.

United Capital Financial Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
United Capital Financial Advisors sold 13,322 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2025, an estimated $275K.
United Capital Financial Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2023 and held it in 5 quarters.
United Capital Financial Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $304K in Q3 2024.
384 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2025.

Based on United Capital Financial Advisors's 13F filing for Q1 2025, filed 13 May 2025.