CWM
BSCP

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

Cornerstone 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
Q4 		– Sell
-647,117
Closed -$13.4M – 693
2025
Q3 		$13.4M Buy
647,117
+4,913
+0.8% +$102K 0.74% 23
2025
Q2 		$13.3M Buy
642,204
+17,554
+3% +$363K 0.81% 22
2025
Q1 		$12.9M Buy
624,650
+19,998
+3% +$414K 0.87% 21
2024
Q4 		$12.5M Buy
604,652
+42,140
+7% +$870K 0.84% 21
2024
Q3 		$11.6M Buy
562,512
+13,133
+2% +$270K 0.82% 20
2024
Q2 		$11.2M Buy
549,379
+16,519
+3% +$338K 0.86% 18
2024
Q1 		$10.9M Buy
532,860
+10,863
+2% +$222K 0.88% 19
2023
Q4 		$10.7M Buy
521,997
+21,637
+4% +$438K 0.92% 21
2023
Q3 		$10.1M Buy
500,360
+25,080
+5% +$505K 0.95% 19
2023
Q2 		$9.57M Buy
475,280
+35,550
+8% +$720K 0.85% 22
2023
Q1 		$8.92M Buy
+439,730
New +$8.88M 0.88% 25
2022
Q3 		$1.72M Buy
86,429
+55,570
+180% +$1.13M 0.19% 109
2022
Q2 		$631K Buy
+30,859
New +$636K 0.07% 223

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

Cornerstone Wealth Management's BSCP Position: Q4 2025 in Review

Cornerstone Wealth Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 647,117 shares — an estimated $13.4M sold.

Cornerstone Wealth Management first reported a position in BSCP in Q2 2022 and held it in 13 quarters. The position peaked at $13.4M in Q3 2025. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

  • Cornerstone Wealth Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Wealth Management sold 647,117 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $13.4M.
  • Cornerstone Wealth Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2022 and held it in 13 quarters.
  • Cornerstone Wealth Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $13.4M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on Cornerstone Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.