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Atomi Financial Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Atomi Financial Group’s Portfolio BSCT Stock Details BSCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,278
Closed -$231K – 1216
2025
Q3 		$231K Buy
12,278
+792
+7% +$14.9K 0.01% 1038
2025
Q2 		$215K Buy
+11,486
New +$213K 0.01% 1011

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atomi Financial Group's BSCT Position: Q4 2025 in Review

Atomi Financial Group sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q4 2025, closing a stake of 12,278 shares — an estimated $231K sold.

Atomi Financial Group first reported a position in BSCT in Q2 2025 and held it in 2 quarters. The position peaked at $231K in Q3 2025. 324 funds tracked by Wall St. Rank hold BSCT as of Q4 2025.

  • Atomi Financial Group reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Atomi Financial Group sold 12,278 Invesco BulletShares 2029 Corporate Bond ETF shares in Q4 2025, an estimated $231K.
  • Atomi Financial Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Atomi Financial Group's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $231K in Q3 2025.
  • 324 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q4 2025.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.