MWM
BSCP

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

Modern 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
Q3 		– Sell
-326,771
Closed -$6.76M – 806
2025
Q2 		$6.76M Buy
+326,771
New +$6.76M 0.17% 132

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

Modern Wealth Management's BSCP Position: Q3 2025 in Review

Modern Wealth Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q3 2025, closing a stake of 326,771 shares — an estimated $6.76M sold.

Modern Wealth Management first reported a position in BSCP in Q2 2025 and held it in 1 quarter. The position peaked at $6.76M in Q2 2025. 357 funds tracked by Wall St. Rank hold BSCP as of Q3 2025.

  • Modern Wealth Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Modern Wealth Management sold 326,771 Invesco BulletShares 2025 Corporate Bond ETF shares in Q3 2025, an estimated $6.76M.
  • Modern Wealth Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Modern Wealth Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $6.76M in Q2 2025.
  • 357 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q3 2025.

Based on Modern Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.