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

Mindset Wealth 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
Q4 		– Sell
-10,070
Closed -$189K – 186
2025
Q3 		$189K Hold
10,070
– – 0.05% 171
2025
Q2 		$188K Buy
+10,070
New +$187K 0.06% 145

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mindset Wealth Management's BSCT Position: Q4 2025 in Review

Mindset Wealth Management sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q4 2025, closing a stake of 10,070 shares — an estimated $189K sold.

Mindset Wealth Management first reported a position in BSCT in Q2 2025 and held it in 2 quarters. The position peaked at $189K in Q3 2025. 324 funds tracked by Wall St. Rank hold BSCT as of Q4 2025.

  • Mindset Wealth Management reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Mindset Wealth Management sold 10,070 Invesco BulletShares 2029 Corporate Bond ETF shares in Q4 2025, an estimated $189K.
  • Mindset Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Mindset Wealth Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $189K in Q3 2025.
  • 324 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q4 2025.

Based on Mindset Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.