AWM
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
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 		$99.6K Buy
+5,446
New +$98.4K 0.01% 642

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Avior Wealth Management's BSCT Position: Q2 2026 in Review

Avior Wealth Management reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 9.3% in Q2 2026, selling an estimated $4.51M and leaving 2,357,478 shares worth $43.8M. The position accounts for 1.15% of the portfolio, ranked #19.

Avior Wealth Management first reported a position in BSCT in Q1 2023 and has held it in 14 quarters since. The position peaked at $49.3M in Q3 2025. 352 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Avior Wealth Management held 2,357,478 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $43.8M as of Q2 2026.
  • Avior Wealth Management sold 242,238 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $4.51M.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 1.15% of Avior Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Avior Wealth Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $49.3M in Q3 2025.
  • 352 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.