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SMI Advisory Services’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

SMI Advisory Services’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
-5,649
Closed -$104K – 53
2025
Q1 		$104K Buy
+5,649
New +$104K 0.02% 39

Other funds holding BSCT

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

SMI Advisory Services's BSCT Position: Q2 2025 in Review

SMI Advisory Services sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q2 2025, closing a stake of 5,649 shares — an estimated $104K sold.

SMI Advisory Services first reported a position in BSCT in Q1 2025 and held it in 1 quarter. The position peaked at $104K in Q1 2025. 270 funds tracked by Wall St. Rank hold BSCT as of Q2 2025.

  • SMI Advisory Services reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • SMI Advisory Services sold 5,649 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2025, an estimated $104K.
  • SMI Advisory Services first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • SMI Advisory Services's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $104K in Q1 2025.
  • 270 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2025.

Based on SMI Advisory Services's 13F filing for Q2 2025, filed 18 Jul 2025.