Guardian Wealth Advisors (North Carolina)’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$3.04M	Buy	163,172 +4,624	+3%	+$87K	0.19%	73
2025 Q4	$2.99M	Sell	158,548 -696	-0.4%	-$13.1K	0.19%	79
2025 Q3	$3M	Buy	159,244 +5,166	+3%	+$96.9K	0.19%	75
2025 Q2	$2.88M	Sell	154,078 -7,414	-5%	-$137K	0.2%	70
2025 Q1	$2.99M	Buy	161,492 +13,310	+9%	+$245K	0.24%	64
2024 Q4	$2.72M	Buy	148,182 +146,594	+9,231%	+$2.71M	0.21%	71
2024 Q3	$29.9K	Buy	+1,588	New	+$29.5K	﹤0.01%	335

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

Guardian Wealth Advisors (North Carolina)'s BSCT Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 2.9% in Q1 2026, buying an estimated $87K and bringing the position to 163,172 shares worth $3.04M. The position accounts for 0.19% of the portfolio, ranked #73.

Guardian Wealth Advisors (North Carolina) first reported a position in BSCT in Q3 2024 and has held it in 7 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 163,172 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $3.04M as of Q1 2026.
Guardian Wealth Advisors (North Carolina) bought 4,624 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $87K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.19% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #73 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.