MFS
BSCT icon

Mattson Financial Services’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Mattson Financial Services’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
Q1 		– Sell
-155
Closed -$2.92K – 341
2024
Q4 		$2.92K Hold
155
– – ﹤0.01% 301
2024
Q3 		$2.81K Hold
155
– – ﹤0.01% 228
2024
Q2 		$2.81K Buy
+155
New +$2.81K ﹤0.01% 228

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Mattson Financial Services's BSCT Position: Q1 2025 in Review

Mattson Financial Services sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q1 2025, closing a stake of 155 shares — an estimated $2.92K sold.

Mattson Financial Services first reported a position in BSCT in Q2 2024 and held it in 3 quarters. The position peaked at $2.92K in Q4 2024. 257 funds tracked by Wall St. Rank hold BSCT as of Q1 2025.

  • Mattson Financial Services reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Mattson Financial Services sold 155 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2025, an estimated $2.92K.
  • Mattson Financial Services first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and held it in 3 quarters.
  • Mattson Financial Services's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $2.92K in Q4 2024.
  • 257 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2025.

Based on Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.