YIA
BSCP

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

YHB 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
Q3 		– Sell
-9,762
Closed -$202K – 302
2025
Q2 		$202K Sell
9,762
-5,655
-37% -$117K 0.02% 297
2025
Q1 		$319K Sell
15,417
-1,735
-10% -$35.9K 0.03% 230
2024
Q4 		$354K Sell
17,152
-360
-2% -$7.43K 0.03% 218
2024
Q3 		$362K Sell
17,512
-732
-4% -$15.1K 0.03% 224
2024
Q2 		$373K Sell
18,244
-220
-1% -$4.5K 0.03% 220
2024
Q1 		$377K Sell
18,464
-559
-3% -$11.4K 0.03% 214
2023
Q4 		$389K Sell
19,023
-505
-3% -$10.2K 0.04% 205
2023
Q3 		$393K Buy
19,528
+58
+0.3% +$1.17K 0.04% 202
2023
Q2 		$392K Buy
19,470
+310
+2% +$6.28K 0.04% 208
2023
Q1 		$389K Sell
19,160
-245
-1% -$4.95K 0.04% 205
2022
Q4 		$391K Sell
19,405
-6,688
-26% -$134K 0.04% 199
2022
Q3 		$520K Sell
26,093
-3,785
-13% -$77.3K 0.06% 184
2022
Q2 		$611K Sell
29,878
-43,163
-59% -$889K 0.06% 173
2022
Q1 		$1.53M Sell
73,041
-195,131
-73% -$4.17M 0.13% 135
2021
Q4 		$5.87M Sell
268,172
-56,787
-17% -$1.25M 0.47% 57
2021
Q3 		$7.21M Sell
324,959
-239,638
-42% -$5.35M 0.62% 43
2021
Q2 		$12.6M Sell
564,597
-41,855
-7% -$934K 1.07% 24
2021
Q1 		$13.5M Buy
606,452
+72,599
+14% +$1.62M 1.17% 20
2020
Q4 		$12.1M Buy
533,853
+96,054
+22% +$2.16M 1.15% 23
2020
Q3 		$9.79M Buy
+437,799
New +$9.81M 1.06% 26

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

YHB Investment Advisors's BSCP Position: Q3 2025 in Review

YHB Investment Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q3 2025, closing a stake of 9,762 shares — an estimated $202K sold.

YHB Investment Advisors first reported a position in BSCP in Q3 2020 and held it in 20 quarters. The position peaked at $13.5M in Q1 2021. 357 funds tracked by Wall St. Rank hold BSCP as of Q3 2025.

  • YHB Investment Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • YHB Investment Advisors sold 9,762 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2025, an estimated $202K.
  • YHB Investment Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2020 and held it in 20 quarters.
  • YHB Investment Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $13.5M in Q1 2021.
  • 357 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2025.

Based on YHB Investment Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.