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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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. 235 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.
235 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.