DPI
BSCT icon

Diversified Portfolios Inc’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Diversified Portfolios Inc’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 		– Sell
-14,479
Closed -$273K – 179
2025
Q4 		$273K Buy
+14,479
New +$273K 0.02% 162

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Diversified Portfolios Inc's BSCT Position: Q1 2026 in Review

Diversified Portfolios Inc sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q1 2026, closing a stake of 14,479 shares — an estimated $273K sold.

Diversified Portfolios Inc first reported a position in BSCT in Q4 2025 and held it in 1 quarter. The position peaked at $273K in Q4 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • Diversified Portfolios Inc reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Diversified Portfolios Inc sold 14,479 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $273K.
  • Diversified Portfolios Inc first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Diversified Portfolios Inc's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $273K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.