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

GeoWealth 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	-9,325	Closed	-$174K	–	822
2025 Q2	$174K	Buy	+9,325	New	+$173K	0.01%	702
2025 Q1	–	Sell	-10,729	Closed	-$197K	–	1155
2024 Q4	$197K	Buy	10,729 +155	+1%	+$2.87K	0.01%	773
2024 Q3	$199K	Sell	10,574 -768	-7%	-$14.3K	0.01%	721
2024 Q2	$206K	Sell	11,342 -168	-1%	-$3.04K	0.01%	676
2024 Q1	$211K	Buy	+11,510	New	+$211K	0.01%	672

Other funds holding BSCT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

GeoWealth Management's BSCT Position: Q3 2025 in Review

GeoWealth Management sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q3 2025, closing a stake of 9,325 shares — an estimated $174K sold.

GeoWealth Management first reported a position in BSCT in Q1 2024 and held it in 5 quarters. The position peaked at $211K in Q1 2024. 287 funds tracked by Wall St. Rank hold BSCT as of Q3 2025.

GeoWealth Management reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 9,325 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2025, an estimated $174K.
GeoWealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2024 and held it in 5 quarters.
GeoWealth Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $211K in Q1 2024.
287 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.