Avidian Wealth Enterprises’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Avidian Wealth Enterprises’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	-11,010	Closed	-$228K	–	587
2025 Q2	$228K	Sell	11,010 -190	-2%	-$3.93K	0.01%	494
2025 Q1	$232K	Sell	11,200 -360	-3%	-$7.45K	0.01%	476
2024 Q4	$239K	Sell	11,560 -3,262	-22%	-$67.4K	0.01%	446
2024 Q3	$306K	Hold	14,822	–	–	0.01%	396
2024 Q2	$303K	Sell	14,822 -80	-0.5%	-$1.64K	0.01%	389
2024 Q1	$304K	Sell	14,902 -2,261	-13%	-$46.2K	0.01%	359
2023 Q4	$351K	Sell	17,163 -583	-3%	-$11.8K	0.02%	317
2023 Q3	$357K	Sell	17,746 -150	-0.8%	-$3.02K	0.03%	303
2023 Q2	$360K	Buy	+17,896	New	+$362K	0.02%	315
2022 Q3	–	Sell	-11,730	Closed	-$240K	–	424
2022 Q2	$240K	Sell	11,730 -2,700	-19%	-$55.6K	0.02%	391
2022 Q1	$302K	Sell	14,430 -141	-1%	-$3.01K	0.02%	383
2021 Q4	$319K	Buy	+14,571	New	+$321K	0.02%	389

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Avidian Wealth Enterprises's BSCP Position: Q3 2025 in Review

Avidian Wealth Enterprises sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q3 2025, closing a stake of 11,010 shares — an estimated $228K sold.

Avidian Wealth Enterprises first reported a position in BSCP in Q4 2021 and held it in 12 quarters. The position peaked at $360K in Q2 2023. 357 funds tracked by Wall St. Rank hold BSCP as of Q3 2025.

Avidian Wealth Enterprises reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Avidian Wealth Enterprises sold 11,010 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2025, an estimated $228K.
Avidian Wealth Enterprises first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
Avidian Wealth Enterprises's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $360K in Q2 2023.
357 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2025, filed 30 Oct 2025.