FIM
BSCT icon

Freedom Investment Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Freedom Investment 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
-53,301
Closed -$997K – 226
2025
Q2 		$997K Sell
53,301
-436
-0.8% -$8.08K 0.08% 250
2025
Q1 		$996K Buy
53,737
+14,029
+35% +$258K 0.08% 240
2024
Q4 		$728K Buy
39,708
+27,076
+214% +$501K 0.06% 315
2024
Q3 		$238K Buy
+12,632
New +$235K 0.02% 665

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

Freedom Investment Management's BSCT Position: Q3 2025 in Review

Freedom Investment Management sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q3 2025, closing a stake of 53,301 shares — an estimated $997K sold.

Freedom Investment Management first reported a position in BSCT in Q3 2024 and held it in 4 quarters. The position peaked at $997K in Q2 2025. 287 funds tracked by Wall St. Rank hold BSCT as of Q3 2025.

  • Freedom Investment Management reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 53,301 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2025, an estimated $997K.
  • Freedom Investment Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and held it in 4 quarters.
  • Freedom Investment Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $997K in Q2 2025.
  • 287 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.