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Capital Analysts LLC’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Capital Analysts LLC’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 		$913K Sell
48,941
-843
-2% -$15.9K 0.02% 346
2025
Q4 		$938K Buy
49,784
+2,686
+6% +$50.6K 0.03% 323
2025
Q3 		$886K Buy
47,098
+1,069
+2% +$20.1K 0.03% 330
2025
Q2 		$861K Buy
46,029
+1,121
+2% +$20.8K 0.03% 306
2025
Q1 		$832K Buy
44,908
+3,825
+9% +$70.4K 0.03% 286
2024
Q4 		$753K Buy
41,083
+10,004
+32% +$185K 0.03% 281
2024
Q3 		$585K Buy
31,079
+8,377
+37% +$156K 0.02% 301
2024
Q2 		$412K Buy
22,702
+8,770
+63% +$159K 0.02% 354
2024
Q1 		$255K Sell
13,932
-238
-2% -$4.36K 0.01% 401
2023
Q4 		$263K Buy
+14,170
New +$252K 0.01% 387
2023
Q3 		– Sell
-2,063
Closed -$37K – 1170
2023
Q2 		$37K Hold
2,063
– – ﹤0.01% 635
2023
Q1 		$38K Hold
2,063
– – ﹤0.01% 632
2022
Q4 		$37K Buy
+2,063
New +$36.4K ﹤0.01% 667

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

Capital Analysts LLC's BSCT Position: Q1 2026 in Review

Capital Analysts LLC reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1.7% in Q1 2026, selling an estimated $15.9K and leaving 48,941 shares worth $913K. The position accounts for 0.02% of the portfolio, ranked #346.

Capital Analysts LLC first reported a position in BSCT in Q4 2022 and has held it in 13 quarters since. The position peaked at $938K in Q4 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • Capital Analysts LLC held 48,941 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $913K as of Q1 2026.
  • Capital Analysts LLC sold 843 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $15.9K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.02% of Capital Analysts LLC's portfolio in Q1 2026, its #346 holding.
  • Capital Analysts LLC first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2022 and has held it in 13 quarters since.
  • Capital Analysts LLC's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $938K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.