West Branch Capital’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

West Branch Capital’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	-701	Closed	-$14.5K	–	536
2024 Q4	$14.5K	Hold	701	–	–	﹤0.01%	241
2024 Q3	$14.5K	Hold	701	–	–	0.01%	244
2024 Q2	$14.3K	Hold	701	–	–	0.01%	246
2024 Q1	$14.3K	Hold	701	–	–	0.01%	249
2023 Q4	$14.3K	Hold	701	–	–	0.01%	255
2023 Q3	$14.1K	Hold	701	–	–	0.01%	249
2023 Q2	$14.1K	Hold	701	–	–	0.01%	251
2023 Q1	$14.2K	Sell	701 -50	-7%	-$1.01K	0.01%	258
2022 Q4	$15.1K	Hold	751	–	–	0.01%	249
2022 Q3	$15K	Hold	751	–	–	0.01%	248
2022 Q2	$15K	Hold	751	–	–	0.01%	245
2022 Q1	$16K	Hold	751	–	–	0.01%	261
2021 Q4	$16K	Hold	751	–	–	0.01%	281
2021 Q3	$17K	Hold	751	–	–	0.01%	254
2021 Q2	$17K	Buy	+751	New	+$16.8K	0.01%	262

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

West Branch Capital's BSCP Position: Q1 2025 in Review

West Branch Capital sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q1 2025, closing a stake of 701 shares — an estimated $14.5K sold.

West Branch Capital first reported a position in BSCP in Q2 2021 and held it in 15 quarters. The position peaked at $17K in Q3 2021. 384 funds tracked by Wall St. Rank hold BSCP as of Q1 2025.

West Branch Capital reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
West Branch Capital sold 701 Invesco BulletShares 2025 Corporate Bond ETF shares in Q1 2025, an estimated $14.5K.
West Branch Capital first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2021 and held it in 15 quarters.
West Branch Capital's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $17K in Q3 2021.
384 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.