Focus Partners Wealth
BSCT icon

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

Focus Partners 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 		$13.7M Sell
735,933
-26,805
-4% -$504K 0.02% 617
2025
Q4 		$14.4M Buy
762,738
+112,942
+17% +$2.13M 0.02% 578
2025
Q3 		$12.2M Buy
649,796
+43,002
+7% +$807K 0.02% 509
2025
Q2 		$11.3M Buy
606,794
+35,774
+6% +$663K 0.02% 469
2025
Q1 		$10.6M Buy
571,020
+134,140
+31% +$2.47M 0.03% 466
2024
Q4 		$8.01M Buy
436,880
+75,212
+21% +$1.39M 0.02% 510
2024
Q3 		$6.8M Buy
361,668
+37,005
+11% +$688K 0.02% 486
2024
Q2 		$5.9M Buy
324,663
+28,236
+10% +$511K 0.02% 471
2024
Q1 		$5.42M Buy
296,427
+18,184
+7% +$333K 0.04% 310
2023
Q4 		$5.16M Buy
+278,243
New +$4.95M 0.07% 229

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

Focus Partners Wealth's BSCT Position: Q1 2026 in Review

Focus Partners Wealth reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 3.5% in Q1 2026, selling an estimated $504K and leaving 735,933 shares worth $13.7M. The position accounts for 0.02% of the portfolio, ranked #617.

Focus Partners Wealth first reported a position in BSCT in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.4M in Q4 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • Focus Partners Wealth held 735,933 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $13.7M as of Q1 2026.
  • Focus Partners Wealth sold 26,805 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $504K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #617 holding.
  • Focus Partners Wealth first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $14.4M in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.