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Householder Group Estate & Retirement Specialist’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Householder Group Estate & Retirement Specialist’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
-764
Closed -$14K – 616
2024
Q3 		$14K Buy
764
+9
+1% +$167 ﹤0.01% 761
2024
Q2 		$13K Buy
755
+509
+207% +$9.22K ﹤0.01% 762
2024
Q1 		$4.52K Buy
246
+2
+0.8% +$37 ﹤0.01% 945
2023
Q4 		$4K Buy
244
+3
+1% +$53 ﹤0.01% 908
2023
Q3 		$4.24K Buy
+241
New +$4.3K ﹤0.01% 969
2023
Q1 		$1K Buy
+55
New +$994 ﹤0.01% 1130

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 $10.6B AUM 24.87% 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

Householder Group Estate & Retirement Specialist's BSCT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q4 2024, closing a stake of 764 shares — an estimated $14K sold.

Householder Group Estate & Retirement Specialist first reported a position in BSCT in Q1 2023 and held it in 6 quarters. The position peaked at $14K in Q3 2024. 231 funds tracked by Wall St. Rank hold BSCT as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 764 Invesco BulletShares 2029 Corporate Bond ETF shares in Q4 2024, an estimated $14K.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $14K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.