CT
BSCP

Caldwell Trust’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Caldwell Trust’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
Q4 		– Sell
-3,420
Closed -$70.8K – 760
2025
Q3 		$70.8K Hold
3,420
– – 0.01% 429
2025
Q2 		$70.7K Hold
3,420
– – 0.01% 414
2025
Q1 		$70.7K Hold
3,420
– – 0.01% 411
2024
Q4 		$70.6K Hold
3,420
– – 0.01% 420
2024
Q3 		$70.6K Buy
+3,420
New +$70.4K 0.01% 421

Other funds holding BSCP

RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Caldwell Trust's BSCP Position: Q4 2025 in Review

Caldwell Trust sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 3,420 shares — an estimated $70.8K sold.

Caldwell Trust first reported a position in BSCP in Q3 2024 and held it in 5 quarters. The position peaked at $70.8K in Q3 2025. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

  • Caldwell Trust reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Caldwell Trust sold 3,420 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $70.8K.
  • Caldwell Trust first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2024 and held it in 5 quarters.
  • Caldwell Trust's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $70.8K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.