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Exchange Capital Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Exchange Capital 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
Q2 		$838K Sell
44,830
-172
-0.4% -$3.19K 0.13% 137
2025
Q1 		$834K Sell
45,002
-128,850
-74% -$2.37M 0.14% 135
2024
Q4 		$3.19M Sell
173,852
-25,420
-13% -$470K 0.51% 59
2024
Q3 		$3.75M Buy
199,272
+9,335
+5% +$174K 0.6% 53
2024
Q2 		$3.45M Buy
189,937
+21,193
+13% +$384K 0.56% 55
2024
Q1 		$3.09M Buy
168,744
+47,134
+39% +$863K 0.5% 63
2023
Q4 		$2.26M Buy
121,610
+17,323
+17% +$308K 0.4% 75
2023
Q3 		$1.83M Buy
104,287
+11,603
+13% +$207K 0.34% 87
2023
Q2 		$1.66M Sell
92,684
-1,971
-2% -$35.8K 0.31% 87
2023
Q1 		$1.73M Sell
94,655
-151
-0.2% -$2.73K 0.35% 84
2022
Q4 		$1.69M Sell
94,806
-3,242
-3% -$57.2K 0.37% 84
2022
Q3 		$1.7M Sell
98,048
-1,613
-2% -$29.4K 0.39% 81
2022
Q2 		$1.81M Sell
99,661
-5,442
-5% -$101K 0.39% 81
2022
Q1 		$2.04M Sell
105,103
-4,288
-4% -$86K 0.38% 81
2021
Q4 		$2.29M Sell
109,391
-3,786
-3% -$79.4K 0.42% 74
2021
Q3 		$2.39M Sell
113,177
-2,656
-2% -$56.8K 0.46% 71
2021
Q2 		$2.46M Buy
115,833
+609
+0.5% +$12.8K 0.47% 64
2021
Q1 		$2.38M Buy
115,224
+42,291
+58% +$897K 0.49% 65
2020
Q4 		$1.59M Buy
72,933
+35,193
+93% +$759K 0.35% 80
2020
Q3 		$809K Buy
37,740
+10,394
+38% +$224K 0.2% 111
2020
Q2 		$580K Buy
27,346
+4,434
+19% +$90.7K 0.16% 117
2020
Q1 		$438K Buy
+22,912
New +$460K 0.14% 120

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
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
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
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
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Exchange Capital Management's BSCT Position: Q2 2025 in Review

Exchange Capital Management reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.38% in Q2 2025, selling an estimated $3.19K and leaving 44,830 shares worth $838K. The position accounts for 0.13% of the portfolio, ranked #137.

Exchange Capital Management first reported a position in BSCT in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.75M in Q3 2024. 270 funds tracked by Wall St. Rank hold BSCT as of Q2 2025.

  • Exchange Capital Management held 44,830 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $838K as of Q2 2025.
  • Exchange Capital Management sold 172 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2025, an estimated $3.19K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.13% of Exchange Capital Management's portfolio in Q2 2025, its #137 holding.
  • Exchange Capital Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • Exchange Capital Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $3.75M in Q3 2024.
  • 270 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.