Meriwether Wealth & Planning’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Meriwether Wealth & Planning’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	-12,258	Closed	-$254K	–	125
2025 Q3	$254K	Buy	12,258 +166	+1%	+$3.44K	0.15%	101
2025 Q2	$250K	Buy	12,092 +2,100	+21%	+$43.4K	0.16%	100
2025 Q1	$207K	Buy	+9,992	New	+$207K	0.13%	118

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

Meriwether Wealth & Planning's BSCP Position: Q4 2025 in Review

Meriwether Wealth & Planning sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 12,258 shares — an estimated $254K sold.

Meriwether Wealth & Planning first reported a position in BSCP in Q1 2025 and held it in 3 quarters. The position peaked at $254K in Q3 2025. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

Meriwether Wealth & Planning reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Meriwether Wealth & Planning sold 12,258 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $254K.
Meriwether Wealth & Planning first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2025 and held it in 3 quarters.
Meriwether Wealth & Planning's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $254K in Q3 2025.
2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on Meriwether Wealth & Planning's 13F filing for Q4 2025, filed 14 Jan 2026.