ACP
BSCY

Aveo Capital Partners’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Aveo Capital Partners’s Portfolio BSCY Stock Details BSCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,318
Closed -$310K – 351
2024
Q4 		$310K Buy
+15,318
New +$315K 0.03% 277

Other funds holding BSCY

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Aveo Capital Partners sold out of Invesco BulletShares 2034 Corporate Bond ETF (BSCY) in Q1 2025, closing a stake of 15,318 shares — an estimated $310K sold.

Aveo Capital Partners first reported a position in BSCY in Q4 2024 and held it in 1 quarter. The position peaked at $310K in Q4 2024. 56 funds tracked by Wall St. Rank hold BSCY as of Q1 2025.

  • Aveo Capital Partners reported no remaining Invesco BulletShares 2034 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 15,318 Invesco BulletShares 2034 Corporate Bond ETF shares in Q1 2025, an estimated $310K.
  • Aveo Capital Partners first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Aveo Capital Partners's Invesco BulletShares 2034 Corporate Bond ETF position peaked at $310K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q1 2025.

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