HWM
BSCP

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

HB 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
-149,959
Closed -$3.1M – 1411
2025
Q3 		$3.1M Sell
149,959
-17,252
-10% -$357K 0.02% 324
2025
Q2 		$3.46M Buy
167,211
+67,679
+68% +$1.4M 0.03% 277
2025
Q1 		$2.06M Buy
99,532
+46,049
+86% +$953K 0.02% 377
2024
Q4 		$1.1M Sell
53,483
-5,256
-9% -$109K 0.01% 395
2024
Q3 		$1.21M Buy
58,739
+26,461
+82% +$545K 0.01% 354
2024
Q2 		$660K Hold
32,278
– – 0.01% 463
2024
Q1 		$659K Buy
+32,278
New +$660K 0.01% 425

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

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

HB Wealth Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 149,959 shares — an estimated $3.1M sold.

HB Wealth Management first reported a position in BSCP in Q1 2024 and held it in 7 quarters. The position peaked at $3.46M in Q2 2025. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

  • HB Wealth Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • HB Wealth Management sold 149,959 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $3.1M.
  • HB Wealth Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2024 and held it in 7 quarters.
  • HB Wealth Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $3.46M in Q2 2025.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on HB Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.