Strategic Financial Concepts’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Strategic Financial Concepts’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	-78,620	Closed	-$1.46M	–	294
2025 Q1	$1.46M	Buy	78,620 +16,894	+27%	+$311K	0.27%	76
2024 Q4	$1.13M	Buy	61,726 +36,264	+142%	+$671K	0.22%	97
2024 Q3	$479K	Sell	25,462 -322,298	-93%	-$5.99M	0.15%	127
2024 Q2	$374K	Buy	347,760 +321,955	+1,248%	+$5.83M	0.22%	92
2024 Q1	$472K	Buy	25,805 +5,076	+24%	+$92.9K	0.11%	168
2023 Q4	$384K	Buy	20,729 +3,232	+18%	+$57.5K	0.23%	88
2023 Q3	$307K	Buy	+17,497	New	+$312K	0.1%	178

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

Strategic Financial Concepts's BSCT Position: Q2 2025 in Review

Strategic Financial Concepts sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q2 2025, closing a stake of 78,620 shares — an estimated $1.46M sold.

Strategic Financial Concepts first reported a position in BSCT in Q3 2023 and held it in 7 quarters. The position peaked at $1.46M in Q1 2025. 270 funds tracked by Wall St. Rank hold BSCT as of Q2 2025.

Strategic Financial Concepts reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Strategic Financial Concepts sold 78,620 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2025, an estimated $1.46M.
Strategic Financial Concepts first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2023 and held it in 7 quarters.
Strategic Financial Concepts's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $1.46M in Q1 2025.
270 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.