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Higgins & Schmidt Wealth Strategies’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Higgins & Schmidt Wealth Strategies’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
2024
Q4 		– Sell
-46,912
Closed -$882K – 51
2024
Q3 		$882K Buy
46,912
+1,841
+4% +$34.2K 0.57% 21
2024
Q2 		$818K Buy
45,071
+4,346
+11% +$78.7K 0.59% 21
2024
Q1 		$745K Buy
40,725
+1,866
+5% +$34.2K 0.55% 21
2023
Q4 		$721K Buy
+38,859
New +$692K 0.58% 18

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's BSCT Position: Q4 2024 in Review

Higgins & Schmidt Wealth Strategies sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q4 2024, closing a stake of 46,912 shares — an estimated $882K sold.

Higgins & Schmidt Wealth Strategies first reported a position in BSCT in Q4 2023 and held it in 4 quarters. The position peaked at $882K in Q3 2024. 231 funds tracked by Wall St. Rank hold BSCT as of Q4 2024.

  • Higgins & Schmidt Wealth Strategies reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Higgins & Schmidt Wealth Strategies sold 46,912 Invesco BulletShares 2029 Corporate Bond ETF shares in Q4 2024, an estimated $882K.
  • Higgins & Schmidt Wealth Strategies first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Higgins & Schmidt Wealth Strategies's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $882K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q4 2024.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q4 2024, filed 25 Mar 2025.