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

AlphaCore Capital’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 		$33.7K Hold
1,806
– – ﹤0.01% 1037
2025
Q4 		$34K Buy
+1,806
New +$34K ﹤0.01% 1202

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

AlphaCore Capital's BSCT Position: Q1 2026 in Review

AlphaCore Capital held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q1 2026 at 1,806 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

AlphaCore Capital first reported a position in BSCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $34K in Q4 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • AlphaCore Capital held 1,806 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $33.7K as of Q1 2026.
  • AlphaCore Capital left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #1037 holding.
  • AlphaCore Capital first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • AlphaCore Capital's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $34K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.