WCM
BSCP

Whitener Capital Management’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Whitener Capital 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
Q4 		– Sell
-12,099
Closed -$250K – 170
2025
Q3 		$250K Hold
12,099
– – 0.06% 147
2025
Q2 		$250K Buy
12,099
+411
+4% +$8.5K 0.07% 144
2025
Q1 		$242K Sell
11,688
-1,008
-8% -$20.9K 0.07% 145
2024
Q4 		$262K Buy
12,696
+1,855
+17% +$38.3K 0.07% 133
2024
Q3 		$224K Buy
10,841
+946
+10% +$19.5K 0.06% 147
2024
Q2 		$202K Buy
+9,895
New +$202K 0.06% 149
2023
Q3 		– Sell
-11,350
Closed -$228K – 146
2023
Q2 		$228K Hold
11,350
– – 0.09% 127
2023
Q1 		$230K Buy
+11,350
New +$229K 0.1% 123
2019
Q4 		– Sell
-6,390
Closed -$136K – 177
2019
Q3 		$136K Buy
6,390
+200
+3% +$4.25K 0.07% 146
2019
Q2 		$130K Buy
6,190
+300
+5% +$6.22K 0.07% 154
2019
Q1 		$121K Buy
+5,890
New +$119K 0.08% 147

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

Whitener Capital Management's BSCP Position: Q4 2025 in Review

Whitener Capital Management sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 12,099 shares — an estimated $250K sold.

Whitener Capital Management first reported a position in BSCP in Q1 2019 and held it in 11 quarters. The position peaked at $262K in Q4 2024. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

  • Whitener Capital Management reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Whitener Capital Management sold 12,099 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $250K.
  • Whitener Capital Management first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q1 2019 and held it in 11 quarters.
  • Whitener Capital Management's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $262K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on Whitener Capital Management's 13F filing for Q4 2025, filed 23 Jan 2026.