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Optimum Investment Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Optimum Investment Advisors’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
Q3 		$77.1K Buy
4,100
+800
+24% +$15K 0.03% 291
2025
Q2 		$61.7K Buy
+3,300
New +$61.2K 0.03% 318

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Optimum Investment Advisors's BSCT Position: Q3 2025 in Review

Optimum Investment Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 24% in Q3 2025, buying an estimated $15K and bringing the position to 4,100 shares worth $77.1K. The position accounts for 0.03% of the portfolio, ranked #291.

Optimum Investment Advisors first reported a position in BSCT in Q2 2025 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold BSCT as of Q3 2025.

  • Optimum Investment Advisors held 4,100 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $77.1K as of Q3 2025.
  • Optimum Investment Advisors bought 800 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2025, an estimated $15K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #291 holding.
  • Optimum Investment Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 287 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.