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Berkshire Money Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Berkshire Money Management’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
Q3 		– Sell
-2,726
Closed -$51K – 58
2025
Q2 		$51K Buy
+2,726
New +$50.5K 0.01% 132

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Berkshire Money Management's BSCT Position: Q3 2025 in Review

Berkshire Money Management sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q3 2025, closing a stake of 2,726 shares — an estimated $51K sold.

Berkshire Money Management first reported a position in BSCT in Q2 2025 and held it in 1 quarter. The position peaked at $51K in Q2 2025. 287 funds tracked by Wall St. Rank hold BSCT as of Q3 2025.

  • Berkshire Money Management reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Berkshire Money Management sold 2,726 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2025, an estimated $51K.
  • Berkshire Money Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Berkshire Money Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $51K in Q2 2025.
  • 287 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2025.

Based on Berkshire Money Management's 13F filing for Q3 2025, filed 14 Oct 2025.