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Atria Investments’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Atria Investments’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 		$4.1M Buy
219,548
+4,967
+2% +$93.4K 0.05% 435
2025
Q4 		$4.04M Buy
214,581
+28,147
+15% +$530K 0.05% 451
2025
Q3 		$3.51M Buy
186,434
+9,403
+5% +$176K 0.04% 510
2025
Q2 		$3.31M Buy
177,031
+5,845
+3% +$108K 0.04% 535
2025
Q1 		$3.17M Buy
171,186
+57,830
+51% +$1.07M 0.04% 523
2024
Q4 		$2.08M Buy
113,356
+48,753
+75% +$902K 0.03% 667
2024
Q3 		$1.22M Buy
64,603
+15,090
+30% +$281K 0.02% 879
2024
Q2 		$899K Buy
+49,513
New +$897K 0.01% 992

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

Atria Investments's BSCT Position: Q1 2026 in Review

Atria Investments increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 2.3% in Q1 2026, buying an estimated $93.4K and bringing the position to 219,548 shares worth $4.1M. The position accounts for 0.05% of the portfolio, ranked #435.

Atria Investments first reported a position in BSCT in Q2 2024 and has held it in 8 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • Atria Investments held 219,548 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $4.1M as of Q1 2026.
  • Atria Investments bought 4,967 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $93.4K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.05% of Atria Investments's portfolio in Q1 2026, its #435 holding.
  • Atria Investments first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.