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Aveo Capital Partners’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Aveo Capital Partners’s Portfolio BSCS Stock Details BSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,202
Closed -$306K – 196
2024
Q4 		$306K Buy
15,202
+172
+1% +$3.49K 0.03% 281
2024
Q3 		$309K Buy
+15,030
New +$306K 0.03% 276

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Aveo Capital Partners's BSCS Position: Q1 2025 in Review

Aveo Capital Partners sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q1 2025, closing a stake of 15,202 shares — an estimated $306K sold.

Aveo Capital Partners first reported a position in BSCS in Q3 2024 and held it in 2 quarters. The position peaked at $309K in Q3 2024. 316 funds tracked by Wall St. Rank hold BSCS as of Q1 2025.

  • Aveo Capital Partners reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 15,202 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2025, an estimated $306K.
  • Aveo Capital Partners first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • Aveo Capital Partners's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $309K in Q3 2024.
  • 316 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.