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Carmel Capital Partners’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Carmel Capital Partners’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 		$6.55M Buy
351,205
+23,754
+7% +$447K 2.37% 7
2025
Q4 		$6.17M Buy
327,451
+84,490
+35% +$1.59M 2.17% 9
2025
Q3 		$4.57M Sell
242,961
-73,634
-23% -$1.38M 1.93% 10
2025
Q2 		$5.92M Buy
316,595
+23,134
+8% +$429K 2.08% 8
2025
Q1 		$5.44M Buy
+293,461
New +$5.4M 2.14% 10

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

Carmel Capital Partners's BSCT Position: Q1 2026 in Review

Carmel Capital Partners increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 7.3% in Q1 2026, buying an estimated $447K and bringing the position to 351,205 shares worth $6.55M. The position accounts for 2.37% of the portfolio, ranked #7.

Carmel Capital Partners first reported a position in BSCT in Q1 2025 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • Carmel Capital Partners held 351,205 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $6.55M as of Q1 2026.
  • Carmel Capital Partners bought 23,754 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $447K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 2.37% of Carmel Capital Partners's portfolio in Q1 2026, its #7 holding.
  • Carmel Capital Partners first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.