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Capital Investment Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Capital Investment Advisors’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 		$379K Buy
20,309
+385
+2% +$7.24K 0.01% 546
2025
Q4 		$375K Buy
19,924
+850
+4% +$16K 0.01% 538
2025
Q3 		$359K Buy
19,074
+270
+1% +$5.07K 0.01% 541
2025
Q2 		$352K Sell
18,804
-815
-4% -$15.1K 0.01% 525
2025
Q1 		$364K Hold
19,619
– – 0.01% 496
2024
Q4 		$360K Buy
19,619
+4,031
+26% +$74.6K 0.01% 480
2024
Q3 		$293K Sell
15,588
-401
-3% -$7.46K 0.01% 517
2024
Q2 		$290K Sell
15,989
-2,370
-13% -$42.9K 0.01% 495
2024
Q1 		$336K Sell
18,359
-2,090
-10% -$38.3K 0.01% 460
2023
Q4 		$379K Buy
20,449
+1,154
+6% +$20.5K 0.01% 433
2023
Q3 		$338K Buy
19,295
+6,668
+53% +$119K 0.01% 427
2023
Q2 		$227K Buy
12,627
+2,127
+20% +$38.7K 0.01% 486
2023
Q1 		$192K Sell
10,500
-327
-3% -$5.91K 0.01% 529
2022
Q4 		$192K Sell
10,827
-151
-1% -$2.66K 0.01% 537
2022
Q3 		$190K Sell
10,978
-3,191
-23% -$58.3K 0.01% 504
2022
Q2 		$257K Sell
14,169
-5,057
-26% -$93.6K 0.01% 470
2022
Q1 		$374K Sell
19,226
-594
-3% -$11.9K 0.01% 413
2021
Q4 		$415K Buy
19,820
+377
+2% +$7.91K 0.01% 407
2021
Q3 		$410K Buy
19,443
+2,775
+17% +$59.3K 0.01% 394
2021
Q2 		$355K Buy
+16,668
New +$350K 0.01% 420

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 Investment Advisors's BSCT Position: Q1 2026 in Review

Capital Investment Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1.9% in Q1 2026, buying an estimated $7.24K and bringing the position to 20,309 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #546.

Capital Investment Advisors first reported a position in BSCT in Q2 2021 and has held it in 20 quarters since. The position peaked at $415K in Q4 2021. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • Capital Investment Advisors held 20,309 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $379K as of Q1 2026.
  • Capital Investment Advisors bought 385 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $7.24K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #546 holding.
  • Capital Investment Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • Capital Investment Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $415K in Q4 2021.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.