Carson Wealth (CWM LLC)’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Carson Wealth (CWM 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	$8.83M	Sell	473,413 -69,751	-13%	-$1.31M	0.02%	594
2025 Q4	$10.2M	Sell	543,164 -18,678	-3%	-$352K	0.03%	517
2025 Q3	$10.6M	Sell	561,842 -11,927	-2%	-$224K	0.03%	451
2025 Q2	$10.7M	Buy	573,769 +3,511	+0.6%	+$65.1K	0.04%	376
2025 Q1	$10.6M	Buy	570,258 +6,893	+1%	+$127K	0.04%	337
2024 Q4	$10.3M	Buy	563,365 +18,044	+3%	+$334K	0.04%	315
2024 Q3	$10.3M	Buy	545,321 +15,389	+3%	+$286K	0.04%	303
2024 Q2	$9.62M	Buy	529,932 +18,131	+4%	+$328K	0.05%	302
2024 Q1	$9.37M	Buy	+511,801	New	+$9.37M	0.05%	303

Other funds holding BSCT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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 $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BSCT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 13% in Q1 2026, selling an estimated $1.31M and leaving 473,413 shares worth $8.83M. The position accounts for 0.02% of the portfolio, ranked #594.

Carson Wealth (CWM LLC) first reported a position in BSCT in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.7M in Q2 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Carson Wealth (CWM LLC) held 473,413 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $8.83M as of Q1 2026.
Carson Wealth (CWM LLC) sold 69,751 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $1.31M.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #594 holding.
Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s Invesco BulletShares 2029 Corporate Bond ETF position peaked at $10.7M in Q2 2025.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.