LWL
BSCP

Leo Wealth LLC’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Leo Wealth LLC’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
Q3 		– Sell
-598,265
Closed -$12.4M – 297
2025
Q2 		$12.4M Buy
+598,265
New +$12.4M 0.96% 22
2025
Q1 		– Sell
-172,546
Closed -$3.56M – 278
2024
Q4 		$3.56M Buy
172,546
+33,350
+24% +$689K 0.32% 58
2024
Q3 		$2.87M Buy
139,196
+7,648
+6% +$157K 0.26% 66
2024
Q2 		$2.69M Sell
131,548
-9,978
-7% -$204K 0.27% 69
2024
Q1 		$2.89M Hold
141,526
– – 0.3% 60
2023
Q4 		$2.89M Buy
+141,526
New +$2.86M 0.3% 58

Other funds holding BSCP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Leo Wealth LLC's BSCP Position: Q3 2025 in Review

Leo Wealth LLC sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q3 2025, closing a stake of 598,265 shares — an estimated $12.4M sold.

Leo Wealth LLC first reported a position in BSCP in Q4 2023 and held it in 6 quarters. The position peaked at $12.4M in Q2 2025. 357 funds tracked by Wall St. Rank hold BSCP as of Q3 2025.

  • Leo Wealth LLC reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Leo Wealth LLC sold 598,265 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2025, an estimated $12.4M.
  • Leo Wealth LLC first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
  • Leo Wealth LLC's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $12.4M in Q2 2025.
  • 357 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2025.

Based on Leo Wealth LLC's 13F filing for Q3 2025, filed 14 Nov 2025.