TA
BSCP

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

TruWealth 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
-979,982
Closed -$20.3M – 184
2025
Q3 		$20.3M Buy
979,982
+1,186
+0.1% +$24.6K 1.02% 34
2025
Q2 		$20.2M Buy
978,796
+29,835
+3% +$617K 1.11% 31
2025
Q1 		$19.6M Buy
948,961
+11,276
+1% +$233K 1.18% 29
2024
Q4 		$19.4M Buy
937,685
+10,784
+1% +$223K 1.17% 28
2024
Q3 		$19.1M Buy
926,901
+19,440
+2% +$400K 1.17% 26
2024
Q2 		$18.6M Buy
907,461
+30,383
+3% +$621K 1.23% 25
2024
Q1 		$17.9M Buy
877,078
+83,057
+10% +$1.7M 1.25% 25
2023
Q4 		$16.2M Buy
794,021
+9,705
+1% +$196K 1.24% 29
2023
Q3 		$15.8M Buy
784,316
+27,404
+4% +$552K 1.36% 24
2023
Q2 		$15.2M Buy
756,912
+337,196
+80% +$6.83M 1.31% 26
2023
Q1 		$8.51M Buy
419,716
+22,452
+6% +$454K 0.78% 39
2022
Q4 		$8M Buy
397,264
+13,865
+4% +$278K 0.78% 38
2022
Q3 		$7.65M Buy
+383,399
New +$7.83M 0.81% 33

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

TruWealth Advisors's BSCP Position: Q4 2025 in Review

TruWealth Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 979,982 shares — an estimated $20.3M sold.

TruWealth Advisors first reported a position in BSCP in Q3 2022 and held it in 13 quarters. The position peaked at $20.3M in Q3 2025. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

  • TruWealth Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • TruWealth Advisors sold 979,982 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $20.3M.
  • TruWealth Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q3 2022 and held it in 13 quarters.
  • TruWealth Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $20.3M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on TruWealth Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.