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Aveo Capital Partners’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Aveo Capital Partners’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
Q1 		– Sell
-16,637
Closed -$305K – 197
2024
Q4 		$305K Buy
16,637
+224
+1% +$4.14K 0.03% 282
2024
Q3 		$309K Buy
+16,413
New +$305K 0.03% 279

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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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

Aveo Capital Partners sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q1 2025, closing a stake of 16,637 shares — an estimated $305K sold.

Aveo Capital Partners first reported a position in BSCT in Q3 2024 and held it in 2 quarters. The position peaked at $309K in Q3 2024. 257 funds tracked by Wall St. Rank hold BSCT as of Q1 2025.

  • Aveo Capital Partners reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 16,637 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2025, an estimated $305K.
  • Aveo Capital Partners first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • Aveo Capital Partners's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $309K in Q3 2024.
  • 257 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2025.

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