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Coastline Complete Wealth’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Coastline Complete Wealth’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 		$3.9M Buy
209,188
+32,629
+18% +$614K 2.42% 12
2025
Q4 		$3.33M Buy
+176,559
New +$3.33M 2.09% 15

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $786B AUM 40.34% 1-Year Est. Return

Coastline Complete Wealth's BSCT Position: Q1 2026 in Review

Coastline Complete Wealth increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 18% in Q1 2026, buying an estimated $614K and bringing the position to 209,188 shares worth $3.9M. The position accounts for 2.42% of the portfolio, ranked #12.

Coastline Complete Wealth first reported a position in BSCT in Q4 2025 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • Coastline Complete Wealth held 209,188 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $3.9M as of Q1 2026.
  • Coastline Complete Wealth bought 32,629 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $614K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 2.42% of Coastline Complete Wealth's portfolio in Q1 2026, its #12 holding.
  • Coastline Complete Wealth first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.