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

Delta Financial 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
2025 Q1	$370K	Buy	+20,014	New	+$369K	0.08%	169

Other funds holding BSCT

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

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

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

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HBT

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

Delta Financial Group's BSCT Position: Q1 2025 in Review

Delta Financial Group opened a new position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q1 2025: 20,014 shares worth $370K. The stake represents 0.08% of the portfolio and ranks #169 among its holdings.

257 funds tracked by Wall St. Rank hold BSCT as of Q1 2025.

Delta Financial Group held 20,014 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $370K as of Q1 2025.
Invesco BulletShares 2029 Corporate Bond ETF was a new Delta Financial Group position in Q1 2025.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.08% of Delta Financial Group's portfolio in Q1 2025, its #169 holding.
257 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.