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

Evexia Wealth’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	$2.85M	Buy	152,359 +21,996	+17%	+$414K	0.78%	35
2025 Q4	$2.46M	Sell	130,363 -20,755	-14%	-$391K	0.69%	36
2025 Q3	$2.85M	Buy	151,118 +7,333	+5%	+$138K	0.85%	36
2025 Q2	$2.69M	Buy	143,785 +15,633	+12%	+$290K	0.85%	37
2025 Q1	$2.37M	Buy	128,152 +2,762	+2%	+$50.9K	0.86%	37
2024 Q4	$2.3M	Buy	+125,390	New	+$2.32M	0.78%	36

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

Evexia Wealth's BSCT Position: Q1 2026 in Review

Evexia Wealth increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 17% in Q1 2026, buying an estimated $414K and bringing the position to 152,359 shares worth $2.85M. The position accounts for 0.78% of the portfolio, ranked #35.

Evexia Wealth first reported a position in BSCT in Q4 2024 and has held it in 6 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Evexia Wealth held 152,359 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $2.85M as of Q1 2026.
Evexia Wealth bought 21,996 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $414K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.78% of Evexia Wealth's portfolio in Q1 2026, its #35 holding.
Evexia Wealth first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Evexia Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.