Avantax Advisory Services’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Avantax Advisory Services’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 Q2	$2.15M	Sell	114,966 -84	-0.1%	-$1.56K	0.01%	765
2025 Q1	$2.13M	Buy	115,050 +28,526	+33%	+$525K	0.01%	707
2024 Q4	$1.59M	Buy	86,524 +15,044	+21%	+$278K	0.01%	834
2024 Q3	$1.34M	Buy	71,480 +16,348	+30%	+$304K	0.01%	869
2024 Q2	$1M	Buy	55,132 +23,356	+74%	+$423K	0.01%	973
2024 Q1	$582K	Buy	31,776 +8,836	+39%	+$162K	0.01%	969
2023 Q4	$425K	Sell	22,940 -31,998	-58%	-$569K	﹤0.01%	1062
2023 Q3	$963K	Buy	54,938 +13,087	+31%	+$233K	0.01%	710
2023 Q2	$751K	Buy	+41,851	New	+$761K	0.01%	789

Other funds holding BSCT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Avantax Advisory Services's BSCT Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.07% in Q2 2025, selling an estimated $1.56K and leaving 114,966 shares worth $2.15M. The position accounts for 0.01% of the portfolio, ranked #765.

Avantax Advisory Services first reported a position in BSCT in Q2 2023 and has held it in 9 quarters since. 270 funds tracked by Wall St. Rank hold BSCT as of Q2 2025.

Avantax Advisory Services held 114,966 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $2.15M as of Q2 2025.
Avantax Advisory Services sold 84 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2025, an estimated $1.56K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #765 holding.
Avantax Advisory Services first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2023 and has held it in 9 quarters since.
270 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.