Anchor Investment Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Anchor Investment Management’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	$21.3M	Buy	1,139,118 +1,104,643	+3,204%	+$20.8M	1.77%	11
2025 Q4	$649K	Buy	34,475 +18,900	+121%	+$356K	0.05%	244
2025 Q3	$293K	Buy	15,575 +8,060	+107%	+$151K	0.02%	321
2025 Q2	$141K	Buy	7,515 +3,700	+97%	+$68.6K	0.01%	424
2025 Q1	$70.7K	Buy	+3,815	New	+$70.3K	0.01%	517
2021 Q1	–	Sell	-118,067	Closed	-$2.57M	–	960
2020 Q4	$2.57M	Buy	118,067 +8,890	+8%	+$192K	0.46%	66
2020 Q3	$2.34M	Buy	109,177 +17,702	+19%	+$381K	0.48%	62
2020 Q2	$1.94M	Buy	91,475 +1,163	+1%	+$23.8K	0.43%	66
2020 Q1	$1.73M	Buy	90,312 +85,712	+1,863%	+$1.72M	0.45%	69
2019 Q4	$92.6K	Buy	4,600 +4,100	+820%	+$82.6K	0.02%	379
2019 Q3	$10.1K	Buy	+500	New	+$10K	﹤0.01%	635

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

Anchor Investment Management's BSCT Position: Q1 2026 in Review

Anchor Investment Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 3,204% in Q1 2026, buying an estimated $20.8M and bringing the position to 1,139,118 shares worth $21.3M. The position accounts for 1.77% of the portfolio, ranked #11.

Anchor Investment Management first reported a position in BSCT in Q3 2019 and has held it in 11 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Anchor Investment Management held 1,139,118 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $21.3M as of Q1 2026.
Anchor Investment Management bought 1,104,643 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $20.8M.
Invesco BulletShares 2029 Corporate Bond ETF made up 1.77% of Anchor Investment Management's portfolio in Q1 2026, its #11 holding.
Anchor Investment Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2019 and has held it in 11 quarters since.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.