LWA
BSCP

Ledgewood Wealth Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Ledgewood Wealth Advisors’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
-417,109
Closed -$8.63M – 72
2025
Q3 		$8.63M Sell
417,109
-70,623
-14% -$1.46M 5.11% 6
2025
Q2 		$10.1M Sell
487,732
-9,587
-2% -$198K 6.36% 6
2025
Q1 		$10.3M Buy
497,319
+20,840
+4% +$431K 6.63% 5
2024
Q4 		$9.84M Buy
476,479
+185,240
+64% +$3.83M 6.35% 6
2024
Q3 		$6.01M Buy
291,239
+45,472
+19% +$936K 4.05% 7
2024
Q2 		$5.03M Buy
245,767
+55,316
+29% +$1.13M 4.33% 9
2024
Q1 		$3.89M Buy
190,451
+29,317
+18% +$599K 3.61% 10
2023
Q4 		$3.3M Buy
+161,134
New +$3.26M 3.04% 13

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

Ledgewood Wealth Advisors's BSCP Position: Q4 2025 in Review

Ledgewood Wealth Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 417,109 shares — an estimated $8.63M sold.

Ledgewood Wealth Advisors first reported a position in BSCP in Q4 2023 and held it in 8 quarters. The position peaked at $10.3M in Q1 2025. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

  • Ledgewood Wealth Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Ledgewood Wealth Advisors sold 417,109 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $8.63M.
  • Ledgewood Wealth Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2023 and held it in 8 quarters.
  • Ledgewood Wealth Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $10.3M in Q1 2025.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on Ledgewood Wealth Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.