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

Geneos Wealth Management’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 		$4.03M Buy
216,047
+11,471
+6% +$216K 0.09% 237
2025
Q4 		$3.85M Buy
204,576
+17,428
+9% +$328K 0.09% 248
2025
Q3 		$3.52M Sell
187,148
-40,553
-18% -$761K 0.09% 259
2025
Q2 		$4.26M Sell
227,701
-61,017
-21% -$1.13M 0.1% 242
2025
Q1 		$5.35M Buy
288,718
+168,112
+139% +$3.1M 0.08% 297
2024
Q4 		$2.21M Buy
120,606
+3,061
+3% +$56.6K 0.08% 277
2024
Q3 		$2.21M Buy
117,545
+111,194
+1,751% +$2.07M 0.08% 269
2024
Q2 		$115K Hold
6,351
– – 0.01% 834
2024
Q1 		$116K Hold
6,351
– – 0.01% 815
2023
Q4 		$118K Buy
6,351
+2,468
+64% +$43.9K 0.01% 795
2023
Q3 		$68.1K Buy
3,883
+378
+11% +$6.74K ﹤0.01% 983
2023
Q2 		$62.9K Buy
3,505
+493
+16% +$8.96K ﹤0.01% 1011
2023
Q1 		$55.1K Hold
3,012
– – ﹤0.01% 1042
2022
Q4 		$53.6K Sell
3,012
-416
-12% -$7.34K ﹤0.01% 1033
2022
Q3 		$59K Hold
3,428
– – ﹤0.01% 969
2022
Q2 		$62K Buy
+3,428
New +$63.4K ﹤0.01% 1186

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

Geneos Wealth Management's BSCT Position: Q1 2026 in Review

Geneos Wealth Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 5.6% in Q1 2026, buying an estimated $216K and bringing the position to 216,047 shares worth $4.03M. The position accounts for 0.09% of the portfolio, ranked #237.

Geneos Wealth Management first reported a position in BSCT in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.35M in Q1 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • Geneos Wealth Management held 216,047 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $4.03M as of Q1 2026.
  • Geneos Wealth Management bought 11,471 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $216K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.09% of Geneos Wealth Management's portfolio in Q1 2026, its #237 holding.
  • Geneos Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Geneos Wealth Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $5.35M in Q1 2025.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.