Darden Wealth Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Darden Wealth Group’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	$205K	Hold	11,000	–	–	0.1%	145
2025 Q4	$207K	Hold	11,000	–	–	0.1%	135
2025 Q3	$207K	Hold	11,000	–	–	0.11%	128
2025 Q2	$206K	Buy	+11,000	New	+$204K	0.12%	126
2024 Q2	–	Sell	-11,000	Closed	-$201K	–	104
2024 Q1	$201K	Hold	11,000	–	–	0.16%	105
2023 Q4	$204K	Buy	+11,000	New	+$196K	0.2%	95

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

Darden Wealth Group's BSCT Position: Q1 2026 in Review

Darden Wealth Group held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q1 2026 at 11,000 shares worth $205K. The position accounts for 0.1% of the portfolio, ranked #145.

Darden Wealth Group first reported a position in BSCT in Q4 2023 and has held it in 6 quarters since. The position peaked at $207K in Q4 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Darden Wealth Group held 11,000 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $205K as of Q1 2026.
Darden Wealth Group left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.1% of Darden Wealth Group's portfolio in Q1 2026, its #145 holding.
Darden Wealth Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2023 and has held it in 6 quarters since.
Darden Wealth Group's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $207K in Q4 2025.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.