Allen Capital Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Allen Capital 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
2026 Q1	$616K	Sell	33,031 -2,391	-7%	-$45K	0.06%	175
2025 Q4	$667K	Buy	35,422 +1,811	+5%	+$34.1K	0.06%	164
2025 Q3	$632K	Buy	33,611 +2,155	+7%	+$40.4K	0.06%	169
2025 Q2	$588K	Buy	31,456 +2,308	+8%	+$42.8K	0.06%	169
2025 Q1	$540K	Buy	29,148 +7,107	+32%	+$131K	0.06%	158
2024 Q4	$404K	Buy	22,041 +6,671	+43%	+$123K	0.05%	170
2024 Q3	$289K	Buy	15,370 +4,883	+47%	+$90.8K	0.04%	193
2024 Q2	$190K	Buy	+10,487	New	+$190K	0.03%	212

Other funds holding BSCT

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allen Capital Group's BSCT Position: Q1 2026 in Review

Allen Capital Group reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 6.8% in Q1 2026, selling an estimated $45K and leaving 33,031 shares worth $616K. The position accounts for 0.06% of the portfolio, ranked #175.

Allen Capital Group first reported a position in BSCT in Q2 2024 and has held it in 8 quarters since. The position peaked at $667K in Q4 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Allen Capital Group held 33,031 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $616K as of Q1 2026.
Allen Capital Group sold 2,391 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $45K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.06% of Allen Capital Group's portfolio in Q1 2026, its #175 holding.
Allen Capital Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Allen Capital Group's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $667K in Q4 2025.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.