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

Clearstead 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	$67.4M	Buy	3,611,035 +210,426	+6%	+$3.96M	0.62%	35
2025 Q4	$64.1M	Buy	3,400,609 +279,907	+9%	+$5.27M	0.81%	26
2025 Q3	$58.7M	Buy	3,120,702 +141,019	+5%	+$2.65M	0.77%	30
2025 Q2	$55.7M	Buy	2,979,683 +65,642	+2%	+$1.22M	0.78%	26
2025 Q1	$54M	Buy	2,914,041 +77,285	+3%	+$1.42M	0.84%	25
2024 Q4	$52M	Buy	2,836,756 +133,744	+5%	+$2.47M	0.79%	28
2024 Q3	$50.8M	Buy	2,703,012 +134,482	+5%	+$2.5M	0.79%	25
2024 Q2	$46.6M	Buy	+2,568,530	New	+$46.5M	0.8%	27

Other funds holding BSCT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $666B AUM 30.12% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Clearstead Advisors's BSCT Position: Q1 2026 in Review

Clearstead Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 6.2% in Q1 2026, buying an estimated $3.96M and bringing the position to 3,611,035 shares worth $67.4M. The position accounts for 0.62% of the portfolio, ranked #35.

Clearstead Advisors first reported a position in BSCT in Q2 2024 and has held it in 8 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Clearstead Advisors held 3,611,035 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $67.4M as of Q1 2026.
Clearstead Advisors bought 210,426 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $3.96M.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.62% of Clearstead Advisors's portfolio in Q1 2026, its #35 holding.
Clearstead Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.