ISWM
BSCP

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

Independent Solutions 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
-107,966
Closed -$2.23M – 176
2025
Q3 		$2.23M Buy
107,966
+461
+0.4% +$9.54K 0.4% 80
2025
Q2 		$2.22M Sell
107,505
-2,170
-2% -$44.9K 0.43% 75
2025
Q1 		$2.27M Buy
109,675
+3,592
+3% +$74.3K 0.51% 64
2024
Q4 		$2.19M Sell
106,083
-10,599
-9% -$219K 0.48% 64
2024
Q3 		$2.41M Buy
116,682
+1,159
+1% +$23.9K 0.54% 54
2024
Q2 		$2.36M Sell
115,523
-4,699
-4% -$96.1K 0.54% 56
2024
Q1 		$2.46M Sell
120,222
-26,492
-18% -$542K 0.58% 51
2023
Q4 		$3M Buy
146,714
+5,792
+4% +$117K 0.77% 42
2023
Q3 		$2.83M Buy
140,922
+25,648
+22% +$517K 0.74% 39
2023
Q2 		$2.32M Buy
115,274
+8,716
+8% +$177K 0.58% 42
2023
Q1 		$2.16M Buy
106,558
+13,759
+15% +$278K 0.64% 42
2022
Q4 		$1.87M Buy
92,799
+18,775
+25% +$376K 0.57% 46
2022
Q3 		$1.48M Buy
74,024
+1,619
+2% +$33.1K 0.48% 54
2022
Q2 		$1.48M Buy
72,405
+1,885
+3% +$38.8K 0.46% 59
2022
Q1 		$1.47M Buy
70,520
+5,264
+8% +$112K 0.35% 69
2021
Q4 		$1.43M Buy
65,256
+1,450
+2% +$31.9K 0.34% 80
2021
Q3 		$1.42M Buy
63,806
+3,786
+6% +$84.5K 0.35% 69
2021
Q2 		$1.34M Buy
60,020
+5,981
+11% +$133K 0.33% 76
2021
Q1 		$1.2M Buy
+54,039
New +$1.21M 0.33% 68

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

Independent Solutions Wealth Management's BSCP Position: Q4 2025 in Review

Independent Solutions Wealth Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 107,966 shares — an estimated $2.23M sold.

Independent Solutions Wealth Management first reported a position in BSCP in Q1 2021 and held it in 19 quarters. The position peaked at $3M in Q4 2023. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

  • Independent Solutions Wealth Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 107,966 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $2.23M.
  • Independent Solutions Wealth Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2021 and held it in 19 quarters.
  • Independent Solutions Wealth Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $3M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

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