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Addison Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Addison Advisors’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
2026
Q1 		$5.81M Buy
311,093
+18,267
+6% +$344K 1.28% 19
2025
Q4 		$5.52M Buy
292,826
+16,116
+6% +$304K 1.24% 20
2025
Q3 		$5.2M Buy
276,710
+25,027
+10% +$470K 1.21% 20
2025
Q2 		$4.71M Buy
251,683
+15,680
+7% +$291K 1.17% 20
2025
Q1 		$4.37M Buy
236,003
+13,895
+6% +$256K 1.19% 22
2024
Q4 		$4.07M Buy
222,108
+18,857
+9% +$349K 1.13% 23
2024
Q3 		$3.82M Buy
203,251
+28,475
+16% +$530K 1.06% 26
2024
Q2 		$3.17M Buy
174,776
+14,290
+9% +$259K 1.02% 27
2024
Q1 		$2.94M Buy
160,486
+15,441
+11% +$283K 1.01% 25
2023
Q4 		$2.69M Buy
145,045
+15,805
+12% +$281K 1.05% 22
2023
Q3 		$2.26M Buy
129,240
+29,890
+30% +$533K 1.05% 25
2023
Q2 		$1.78M Buy
99,350
+27,153
+38% +$494K 0.88% 26
2023
Q1 		$1.32M Buy
72,197
+37,937
+111% +$686K 0.74% 30
2022
Q4 		$609K Buy
34,260
+32,670
+2,055% +$576K 0.36% 60
2022
Q3 		$28K Buy
+1,590
New +$29K 0.02% 316
2020
Q4 		$336K Buy
+15,406
New +$332K 0.32% 54

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Addison Advisors's BSCT Position: Q1 2026 in Review

Addison Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 6.2% in Q1 2026, buying an estimated $344K and bringing the position to 311,093 shares worth $5.81M. The position accounts for 1.28% of the portfolio, ranked #19.

Addison Advisors first reported a position in BSCT in Q4 2020 and has held it in 16 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • Addison Advisors held 311,093 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $5.81M as of Q1 2026.
  • Addison Advisors bought 18,267 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $344K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 1.28% of Addison Advisors's portfolio in Q1 2026, its #19 holding.
  • Addison Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2020 and has held it in 16 quarters since.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.