BankPlus Trust Department’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

BankPlus Trust Department’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	$9.96K	Buy	+534	New	+$10K	﹤0.01%	375
2025 Q3	–	Sell	-2,550	Closed	-$47.7K	–	456
2025 Q2	$47.7K	Buy	+2,550	New	+$47.3K	0.01%	230

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

BankPlus Trust Department's BSCT Position: Q1 2026 in Review

BankPlus Trust Department opened a new position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q1 2026: 534 shares worth $9.96K. The stake represents ﹤0.01% of the portfolio and ranks #375 among its holdings. This is a return to the name: BankPlus Trust Department previously reported a position in BSCT as recently as Q2 2025.

BankPlus Trust Department first reported a position in BSCT in Q2 2025 and has held it in 2 quarters since. The position peaked at $47.7K in Q2 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

BankPlus Trust Department held 534 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $9.96K as of Q1 2026.
Invesco BulletShares 2029 Corporate Bond ETF was a new BankPlus Trust Department position in Q1 2026.
Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of BankPlus Trust Department's portfolio in Q1 2026, its #375 holding.
BankPlus Trust Department first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2025 and has held it in 2 quarters since.
BankPlus Trust Department's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $47.7K in Q2 2025.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.