Sterling Financial Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Sterling Financial Group’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	$385K	Buy	+20,471	New	+$384K	0.12%	58
2024 Q2	–	Sell	-11,385	Closed	-$208K	–	67
2024 Q1	$208K	Sell	11,385 -4,719	-29%	-$86.4K	0.1%	62
2023 Q4	$299K	Hold	16,104	–	–	0.18%	48
2023 Q3	$282K	Buy	16,104 +1,920	+14%	+$34.2K	0.18%	47
2023 Q2	$255K	Buy	+14,184	New	+$258K	0.17%	52

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Sterling Financial Group's BSCT Position: Q3 2025 in Review

Sterling Financial Group opened a new position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q3 2025: 20,471 shares worth $385K. The stake represents 0.12% of the portfolio and ranks #58 among its holdings. This is a return to the name: Sterling Financial Group previously reported a position in BSCT as recently as Q1 2024.

Sterling Financial Group first reported a position in BSCT in Q2 2023 and has held it in 5 quarters since. 287 funds tracked by Wall St. Rank hold BSCT as of Q3 2025.

Sterling Financial Group held 20,471 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $385K as of Q3 2025.
Invesco BulletShares 2029 Corporate Bond ETF was a new Sterling Financial Group position in Q3 2025.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.12% of Sterling Financial Group's portfolio in Q3 2025, its #58 holding.
Sterling Financial Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2023 and has held it in 5 quarters since.
287 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.