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

Waverly 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	-20,616	Closed	-$427K	–	1484
2025 Q3	$427K	Sell	20,616 -5,400	-21%	-$112K	﹤0.01%	908
2025 Q2	$538K	Sell	26,016 -1,011	-4%	-$20.9K	0.01%	777
2025 Q1	$559K	Sell	27,027 -139	-0.5%	-$2.88K	0.01%	742
2024 Q4	$561K	Buy	27,166 +473	+2%	+$9.77K	0.01%	655
2024 Q3	$551K	Buy	26,693 +1,447	+6%	+$29.8K	0.01%	564
2024 Q2	$516K	Buy	25,246 +7,940	+46%	+$162K	0.01%	575
2024 Q1	$354K	Buy	+17,306	New	+$354K	0.01%	534

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

Waverly Advisors's BSCP Position: Q4 2025 in Review

Waverly Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 20,616 shares — an estimated $427K sold.

Waverly Advisors first reported a position in BSCP in Q1 2024 and held it in 7 quarters. The position peaked at $561K in Q4 2024. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

Waverly Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Waverly Advisors sold 20,616 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $427K.
Waverly Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2024 and held it in 7 quarters.
Waverly Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $561K in Q4 2024.
2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on Waverly Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.