McCarthy & Cox’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

McCarthy & Cox’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	-276,042	Closed	-$5.71M	–	22
2025 Q3	$5.71M	Sell	276,042 -34,598	-11%	-$716K	1.3%	12
2025 Q2	$6.42M	Buy	310,640 +7,072	+2%	+$146K	1.68%	11
2025 Q1	$6.28M	Sell	303,568 -126,688	-29%	-$2.62M	2.73%	10
2024 Q4	$8.88M	Sell	430,256 -174,076	-29%	-$3.59M	3.08%	12
2024 Q3	$12.5M	Sell	604,332 -67,971	-10%	-$1.4M	4.78%	8
2024 Q2	$13.7M	Sell	672,303 -37,055	-5%	-$758K	5.28%	8
2024 Q1	$14.5M	Buy	+709,358	New	+$14.5M	5.47%	8

Other funds holding BSCP

RSC

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

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

McCarthy & Cox's BSCP Position: Q4 2025 in Review

McCarthy & Cox sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 276,042 shares — an estimated $5.71M sold.

McCarthy & Cox first reported a position in BSCP in Q1 2024 and held it in 7 quarters. The position peaked at $14.5M in Q1 2024. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

McCarthy & Cox reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
McCarthy & Cox sold 276,042 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $5.71M.
McCarthy & Cox first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2024 and held it in 7 quarters.
McCarthy & Cox's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $14.5M in Q1 2024.
2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.