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

Aptus Capital 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 		$3.6M Sell
192,886
-3,474,766
-95% -$65.4M 0.03% 392
2025
Q4 		$69.1M Buy
3,667,652
+180,123
+5% +$3.39M 0.49% 44
2025
Q3 		$65.6M Buy
3,487,529
+259,143
+8% +$4.86M 0.48% 47
2025
Q2 		$60.4M Buy
3,228,386
+178,916
+6% +$3.32M 0.49% 43
2025
Q1 		$56.5M Buy
3,049,470
+334,417
+12% +$6.16M 0.58% 37
2024
Q4 		$49.8M Buy
2,715,053
+552,278
+26% +$10.2M 0.52% 47
2024
Q3 		$40.7M Buy
2,162,775
+591,205
+38% +$11M 0.61% 36
2024
Q2 		$28.5M Buy
1,571,570
+393,985
+33% +$7.14M 0.5% 45
2024
Q1 		$21.5M Buy
1,177,585
+157,762
+15% +$2.89M 0.4% 56
2023
Q4 		$18.9M Buy
1,019,823
+312,075
+44% +$5.55M 0.52% 46
2023
Q3 		$12.4M Sell
707,748
-643,508
-48% -$11.5M 0.34% 69
2023
Q2 		$24.2M Sell
1,351,256
-177,998
-12% -$3.24M 0.58% 38
2023
Q1 		$28M Sell
1,529,254
-14,590
-0.9% -$264K 0.75% 26
2022
Q4 		$27.4M Sell
1,543,844
-297,636
-16% -$5.25M 0.84% 20
2022
Q3 		$31.9M Buy
+1,841,480
New +$33.6M 0.77% 25

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

Aptus Capital Advisors's BSCT Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 95% in Q1 2026, selling an estimated $65.4M and leaving 192,886 shares worth $3.6M. The position accounts for 0.03% of the portfolio, ranked #392.

Aptus Capital Advisors first reported a position in BSCT in Q3 2022 and has held it in 15 quarters since. The position peaked at $69.1M in Q4 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • Aptus Capital Advisors held 192,886 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $3.6M as of Q1 2026.
  • Aptus Capital Advisors sold 3,474,766 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $65.4M.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.03% of Aptus Capital Advisors's portfolio in Q1 2026, its #392 holding.
  • Aptus Capital Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Aptus Capital Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $69.1M in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.