Secure Asset Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Secure Asset 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 Q2	–	Sell	-61,195	Closed	-$1.13M	–	319
2025 Q1	$1.13M	Sell	61,195 -94,130	-61%	-$1.73M	0.23%	117
2024 Q4	$2.85M	Buy	155,325 +24,591	+19%	+$455K	0.43%	48
2024 Q3	$2.46M	Buy	130,734 +7,965	+6%	+$148K	0.41%	51
2024 Q2	$2.23M	Buy	122,769 +3,956	+3%	+$71.7K	0.42%	50
2024 Q1	$2.17M	Buy	118,813 +3,261	+3%	+$59.7K	0.51%	41
2023 Q4	$2.14M	Buy	+115,552	New	+$2.06M	0.58%	35

Other funds holding BSCT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Secure Asset Management's BSCT Position: Q2 2025 in Review

Secure Asset Management sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q2 2025, closing a stake of 61,195 shares — an estimated $1.13M sold.

Secure Asset Management first reported a position in BSCT in Q4 2023 and held it in 6 quarters. The position peaked at $2.85M in Q4 2024. 270 funds tracked by Wall St. Rank hold BSCT as of Q2 2025.

Secure Asset Management reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Secure Asset Management sold 61,195 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2025, an estimated $1.13M.
Secure Asset Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
Secure Asset Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $2.85M in Q4 2024.
270 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2025.

Based on Secure Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.