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

Vishria Bird 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	$8.34M	Sell	443,196 -3,855	-0.9%	-$72.3K	1.64%	23
2025 Q2	$8.36M	Sell	447,051 -4,386	-1%	-$81.3K	2.78%	13
2025 Q1	$8.37M	Sell	451,437 -7,305	-2%	-$135K	2.84%	12
2024 Q4	$8.41M	Sell	458,742 -1,622	-0.4%	-$30K	2.95%	12
2024 Q3	$8.66M	Hold	460,364	–	–	3.28%	11
2024 Q2	$8.36M	Sell	460,364 -2,213	-0.5%	-$40.1K	3.51%	11
2024 Q1	$8.46M	Buy	+462,577	New	+$8.47M	3.62%	10

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

Vishria Bird Financial Group's BSCT Position: Q3 2025 in Review

Vishria Bird Financial Group reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.86% in Q3 2025, selling an estimated $72.3K and leaving 443,196 shares worth $8.34M. The position accounts for 1.64% of the portfolio, ranked #23.

Vishria Bird Financial Group first reported a position in BSCT in Q1 2024 and has held it in 7 quarters since. The position peaked at $8.66M in Q3 2024. 287 funds tracked by Wall St. Rank hold BSCT as of Q3 2025.

Vishria Bird Financial Group held 443,196 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $8.34M as of Q3 2025.
Vishria Bird Financial Group sold 3,855 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2025, an estimated $72.3K.
Invesco BulletShares 2029 Corporate Bond ETF made up 1.64% of Vishria Bird Financial Group's portfolio in Q3 2025, its #23 holding.
Vishria Bird Financial Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2024 and has held it in 7 quarters since.
Vishria Bird Financial Group's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $8.66M in Q3 2024.
287 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.