WF
BSCT icon

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

Wayfinding Financial’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
-3,229
Closed -$59K – 224
2025
Q1 		$59K Buy
+3,229
New +$59.5K 0.03% 330

Other funds holding BSCT

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

Wayfinding Financial's BSCT Position: Q2 2025 in Review

Wayfinding Financial sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q2 2025, closing a stake of 3,229 shares — an estimated $59K sold.

Wayfinding Financial first reported a position in BSCT in Q1 2025 and held it in 1 quarter. The position peaked at $59K in Q1 2025. 270 funds tracked by Wall St. Rank hold BSCT as of Q2 2025.

  • Wayfinding Financial reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 3,229 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2025, an estimated $59K.
  • Wayfinding Financial first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $59K in Q1 2025.
  • 270 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.