CWM
BSCP

Congress Wealth Management’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Congress Wealth Management’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
Q2 		$728K Buy
35,198
+132
+0.4% +$2.73K 0.01% 804
2025
Q1 		$725K Buy
+35,066
New +$725K 0.01% 713

Other funds holding BSCP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Congress Wealth Management's BSCP Position: Q2 2025 in Review

Congress Wealth Management increased its Invesco BulletShares 2025 Corporate Bond ETF (BSCP) stake by 0.38% in Q2 2025, buying an estimated $2.73K and bringing the position to 35,198 shares worth $728K. The position accounts for 0.01% of the portfolio, ranked #804.

Congress Wealth Management first reported a position in BSCP in Q1 2025 and has held it in 2 quarters since. 383 funds tracked by Wall St. Rank hold BSCP as of Q2 2025.

  • Congress Wealth Management held 35,198 shares of Invesco BulletShares 2025 Corporate Bond ETF worth $728K as of Q2 2025.
  • Congress Wealth Management bought 132 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2025, an estimated $2.73K.
  • Invesco BulletShares 2025 Corporate Bond ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #804 holding.
  • Congress Wealth Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 383 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.