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Aveo Capital Partners’s Invesco BulletShares 2033 Corporate Bond ETF BSCX Stock Holding History

Aveo Capital Partners’s Portfolio BSCX Stock Details BSCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,151
Closed -$312K – 200
2024
Q4 		$312K Buy
15,151
+857
+6% +$18K 0.03% 273
2024
Q3 		$308K Buy
+14,294
New +$304K 0.03% 282

Other funds holding BSCX

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Aveo Capital Partners sold out of Invesco BulletShares 2033 Corporate Bond ETF (BSCX) in Q1 2025, closing a stake of 15,151 shares — an estimated $312K sold.

Aveo Capital Partners first reported a position in BSCX in Q3 2024 and held it in 2 quarters. The position peaked at $312K in Q4 2024. 80 funds tracked by Wall St. Rank hold BSCX as of Q1 2025.

  • Aveo Capital Partners reported no remaining Invesco BulletShares 2033 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 15,151 Invesco BulletShares 2033 Corporate Bond ETF shares in Q1 2025, an estimated $312K.
  • Aveo Capital Partners first reported a position in Invesco BulletShares 2033 Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • Aveo Capital Partners's Invesco BulletShares 2033 Corporate Bond ETF position peaked at $312K in Q4 2024.
  • 80 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Corporate Bond ETF as of Q1 2025.

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