Atlantic Union Bankshares’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Atlantic Union Bankshares’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	$19.4M	Buy	1,038,403 +93,444	+10%	+$1.76M	0.37%	66
2025 Q4	$17.8M	Buy	944,959 +89,832	+11%	+$1.69M	0.33%	66
2025 Q3	$16.1M	Sell	855,127 -216,017	-20%	-$4.05M	0.3%	73
2025 Q2	$20M	Buy	1,071,144 +84,700	+9%	+$1.57M	0.46%	54
2025 Q1	$18.3M	Buy	986,444 +69,855	+8%	+$1.29M	1.11%	20
2024 Q4	$16.8M	Buy	916,589 +73,417	+9%	+$1.36M	0.98%	19
2024 Q3	$15.9M	Buy	843,172 +135,696	+19%	+$2.52M	0.92%	27
2024 Q2	$12.8M	Buy	707,476 +109,990	+18%	+$1.99M	0.8%	33
2024 Q1	$10.9M	Buy	597,486 +104,157	+21%	+$1.91M	0.92%	23
2023 Q4	$9.15M	Buy	493,329 +80,305	+19%	+$1.43M	0.85%	26
2023 Q3	$7.24M	Buy	413,024 +41,306	+11%	+$737K	0.74%	32
2023 Q2	$6.67M	Buy	371,718 +63,571	+21%	+$1.16M	0.67%	36
2023 Q1	$5.64M	Buy	308,147 +139,841	+83%	+$2.53M	0.59%	53
2022 Q4	$2.99M	Buy	+168,306	New	+$2.97M	0.32%	83

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

Atlantic Union Bankshares's BSCT Position: Q1 2026 in Review

Atlantic Union Bankshares increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 9.9% in Q1 2026, buying an estimated $1.76M and bringing the position to 1,038,403 shares worth $19.4M. The position accounts for 0.37% of the portfolio, ranked #66.

Atlantic Union Bankshares first reported a position in BSCT in Q4 2022 and has held it in 14 quarters since. The position peaked at $20M in Q2 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Atlantic Union Bankshares held 1,038,403 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $19.4M as of Q1 2026.
Atlantic Union Bankshares bought 93,444 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $1.76M.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.37% of Atlantic Union Bankshares's portfolio in Q1 2026, its #66 holding.
Atlantic Union Bankshares first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Atlantic Union Bankshares's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $20M in Q2 2025.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.