Avior Wealth Management
BSCT icon

Avior Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Avior Wealth 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
Q3 		$44.6M Buy
2,449,929
+92,451
+4% +$1.71M 1.18% 17
2026
Q2 		$43.8M Sell
2,357,478
-242,238
-9% -$4.51M 1.15% 19
2026
Q1 		$48.5M Sell
2,599,716
-15,498
-0.6% -$291K 1.38% 11
2025
Q4 		$49.3M Sell
2,615,214
-5,735
-0.2% -$108K 1.54% 11
2025
Q3 		$49.3M Buy
2,620,949
+28,956
+1% +$543K 1.59% 10
2025
Q2 		$48.5M Sell
2,591,993
-6,250
-0.2% -$116K 1.67% 10
2025
Q1 		$48.1M Buy
2,598,243
+390,407
+18% +$7.19M 1.83% 9
2024
Q4 		$40.5M Buy
2,207,836
+238,406
+12% +$4.41M 1.48% 11
2024
Q3 		$37M Buy
1,969,430
+333,314
+20% +$6.2M 1.48% 11
2024
Q2 		$29.7M Buy
1,636,116
+475,048
+41% +$8.6M 1.28% 14
2024
Q1 		$21.2M Buy
1,161,068
+184,079
+19% +$3.37M 0.99% 22
2023
Q4 		$18.1M Buy
976,989
+944,242
+2,883% +$16.8M 1.1% 20
2023
Q3 		$574K Buy
32,747
+13,760
+72% +$245K 0.04% 291
2023
Q2 		$341K Buy
18,987
+13,541
+249% +$246K 0.02% 424
2023
Q1 		$100K Buy
+5,446
New +$98.4K 0.01% 642

Other funds holding BSCT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Anchor Investment Management
Anchor Investment Management Columbia, South Carolina $1.34B AUM 21.96% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $410M AUM 12.51% 1-Year Est. Return

Avior Wealth Management's BSCT Position: Q3 2026 in Review

Avior Wealth Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 3.9% in Q3 2026, buying an estimated $1.71M and bringing the position to 2,449,929 shares worth $44.6M. The position accounts for 1.18% of the portfolio, ranked #17.

Avior Wealth Management first reported a position in BSCT in Q1 2023 and has held it in 15 quarters since. The position peaked at $49.3M in Q3 2025. 245 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

  • Avior Wealth Management held 2,449,929 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $44.6M as of Q3 2026.
  • Avior Wealth Management bought 92,451 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $1.71M.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 1.18% of Avior Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Avior Wealth Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $49.3M in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.