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Rebalance’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Rebalance’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
-37,115
Closed -$698K – 99
2024
Q3 		$698K Buy
+37,115
New +$690K 0.05% 59

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
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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $2.35B AUM 17.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rebalance's BSCT Position: Q4 2024 in Review

Rebalance sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q4 2024, closing a stake of 37,115 shares — an estimated $698K sold.

Rebalance first reported a position in BSCT in Q3 2024 and held it in 1 quarter. The position peaked at $698K in Q3 2024. 231 funds tracked by Wall St. Rank hold BSCT as of Q4 2024.

  • Rebalance reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Rebalance sold 37,115 Invesco BulletShares 2029 Corporate Bond ETF shares in Q4 2024, an estimated $698K.
  • Rebalance first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Rebalance's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $698K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q4 2024.

Based on Rebalance's 13F filing for Q4 2024, filed 7 Feb 2025.