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Claris Financial’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Claris Financial’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 		$215K Buy
11,515
+56
+0.5% +$1.05K 0.12% 161
2025
Q4 		$216K Buy
+11,459
New +$216K 0.11% 165

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

Claris Financial's BSCT Position: Q1 2026 in Review

Claris Financial increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.49% in Q1 2026, buying an estimated $1.05K and bringing the position to 11,515 shares worth $215K. The position accounts for 0.12% of the portfolio, ranked #161.

Claris Financial first reported a position in BSCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $216K in Q4 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • Claris Financial held 11,515 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $215K as of Q1 2026.
  • Claris Financial bought 56 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $1.05K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.12% of Claris Financial's portfolio in Q1 2026, its #161 holding.
  • Claris Financial first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Claris Financial's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $216K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.