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Evergreen Wealth Solutions’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Evergreen Wealth Solutions’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 		$3.78M Buy
202,742
+3,040
+2% +$57.2K 0.27% 72
2025
Q4 		$3.76M Buy
+199,702
New +$3.76M 0.52% 36

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

Evergreen Wealth Solutions's BSCT Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1.5% in Q1 2026, buying an estimated $57.2K and bringing the position to 202,742 shares worth $3.78M. The position accounts for 0.27% of the portfolio, ranked #72.

Evergreen Wealth Solutions 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.

  • Evergreen Wealth Solutions held 202,742 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $3.78M as of Q1 2026.
  • Evergreen Wealth Solutions bought 3,040 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $57.2K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.27% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #72 holding.
  • Evergreen Wealth Solutions 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 Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.