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

Coordinated Financial Services’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	$694K	Buy	37,198 +104	+0.3%	+$1.96K	0.4%	76
2025 Q4	$699K	Buy	37,094 +2,904	+8%	+$54.7K	0.4%	78
2025 Q3	$643K	Buy	34,190 +2,911	+9%	+$54.6K	0.41%	76
2025 Q2	$585K	Buy	31,279 +6,108	+24%	+$113K	0.41%	72
2025 Q1	$466K	Buy	25,171 +8,301	+49%	+$153K	0.36%	82
2024 Q4	$309K	Buy	+16,870	New	+$312K	0.24%	108

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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

Coordinated Financial Services's BSCT Position: Q1 2026 in Review

Coordinated Financial Services increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.28% in Q1 2026, buying an estimated $1.96K and bringing the position to 37,198 shares worth $694K. The position accounts for 0.4% of the portfolio, ranked #76.

Coordinated Financial Services first reported a position in BSCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $699K in Q4 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Coordinated Financial Services held 37,198 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $694K as of Q1 2026.
Coordinated Financial Services bought 104 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $1.96K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.4% of Coordinated Financial Services's portfolio in Q1 2026, its #76 holding.
Coordinated Financial Services first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Coordinated Financial Services's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $699K in Q4 2025.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.