CA
BSCP

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

CapWealth 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
-12,515
Closed -$259K – 123
2025
Q2 		$259K Buy
+12,515
New +$259K 0.03% 93

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

CapWealth Advisors's BSCP Position: Q3 2025 in Review

CapWealth Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q3 2025, closing a stake of 12,515 shares — an estimated $259K sold.

CapWealth Advisors first reported a position in BSCP in Q2 2025 and held it in 1 quarter. The position peaked at $259K in Q2 2025. 357 funds tracked by Wall St. Rank hold BSCP as of Q3 2025.

  • CapWealth Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • CapWealth Advisors sold 12,515 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2025, an estimated $259K.
  • CapWealth Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • CapWealth Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $259K in Q2 2025.
  • 357 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2025.

Based on CapWealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.