Carson Wealth (CWM LLC)
BSCP

Carson Wealth (CWM LLC)’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Carson Wealth (CWM LLC)’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
-281,679
Closed -$5.83M – 5386
2025
Q3 		$5.83M Buy
281,679
+689
+0.2% +$14.3K 0.02% 652
2025
Q2 		$5.81M Buy
280,990
+3,621
+1% +$74.9K 0.02% 541
2025
Q1 		$5.74M Sell
277,369
-586
-0.2% -$12.1K 0.02% 484
2024
Q4 		$5.74M Buy
277,955
+8,580
+3% +$177K 0.02% 443
2024
Q3 		$5.56M Sell
269,375
-838
-0.3% -$17.2K 0.02% 419
2024
Q2 		$5.53M Buy
270,213
+2,753
+1% +$56.3K 0.03% 399
2024
Q1 		$5.46M Buy
267,460
+6,237
+2% +$128K 0.03% 406
2023
Q4 		$5.34M Sell
261,223
-19,029
-7% -$385K 0.03% 388
2023
Q3 		$5.64M Buy
280,252
+27,352
+11% +$551K 0.03% 343
2023
Q2 		$5.09M Buy
252,900
+11,709
+5% +$237K 0.03% 338
2023
Q1 		$4.89M Buy
241,191
+210,210
+679% +$4.25M 0.03% 323
2022
Q4 		$624K Buy
30,981
+29,330
+1,776% +$588K ﹤0.01% 735
2022
Q3 		$33K Hold
1,651
– – ﹤0.01% 1875
2022
Q2 		$34K Buy
+1,651
New +$34K ﹤0.01% 1808

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

Carson Wealth (CWM LLC)'s BSCP Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 281,679 shares — an estimated $5.83M sold.

Carson Wealth (CWM LLC) first reported a position in BSCP in Q2 2022 and held it in 14 quarters. The position peaked at $5.83M in Q3 2025. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 281,679 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $5.83M.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2022 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s Invesco BulletShares 2025 Corporate Bond ETF position peaked at $5.83M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.