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

Foundry 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
2026
Q1 		$220K Hold
11,780
– – 0.11% 64
2025
Q4 		$222K Buy
+11,780
New +$222K 0.11% 58

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

Foundry Financial Group's BSCT Position: Q1 2026 in Review

Foundry Financial Group held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q1 2026 at 11,780 shares worth $220K. The position accounts for 0.11% of the portfolio, ranked #64.

Foundry Financial Group first reported a position in BSCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $222K in Q4 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • Foundry Financial Group held 11,780 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $220K as of Q1 2026.
  • Foundry Financial Group left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.11% of Foundry Financial Group's portfolio in Q1 2026, its #64 holding.
  • Foundry Financial Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Foundry Financial Group's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $222K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Foundry Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.