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McCarthy & Cox’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

McCarthy & Cox’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
-188,937
Closed -$3.47M – 64
2024
Q4 		$3.47M Buy
+188,937
New +$3.5M 1.2% 24

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

McCarthy & Cox's BSCT Position: Q1 2025 in Review

McCarthy & Cox sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q1 2025, closing a stake of 188,937 shares — an estimated $3.47M sold.

McCarthy & Cox first reported a position in BSCT in Q4 2024 and held it in 1 quarter. The position peaked at $3.47M in Q4 2024. 257 funds tracked by Wall St. Rank hold BSCT as of Q1 2025.

  • McCarthy & Cox reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • McCarthy & Cox sold 188,937 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2025, an estimated $3.47M.
  • McCarthy & Cox first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • McCarthy & Cox's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $3.47M in Q4 2024.
  • 257 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2025.

Based on McCarthy & Cox's 13F filing for Q1 2025, filed 14 Apr 2025.