Harbour Investments’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Harbour Investments’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	$932K	Buy	49,932 +9,497	+23%	+$179K	0.01%	795
2025 Q4	$762K	Sell	40,435 -2,235	-5%	-$42.1K	0.02%	698
2025 Q3	$803K	Buy	42,670 +378	+0.9%	+$7.09K	0.02%	640
2025 Q2	$791K	Buy	42,292 +608	+1%	+$11.3K	0.02%	604
2025 Q1	$772K	Buy	41,684 +13,131	+46%	+$242K	0.02%	567
2024 Q4	$524K	Buy	28,553 +21,300	+294%	+$394K	0.02%	683
2024 Q3	$136K	Buy	7,253 +5,852	+418%	+$109K	﹤0.01%	1181
2024 Q2	$25.4K	Buy	1,401 +16	+1%	+$290	﹤0.01%	1851
2024 Q1	$25.3K	Buy	1,385 +15	+1%	+$275	﹤0.01%	1837
2023 Q4	$25.4K	Buy	1,370 +14	+1%	+$249	﹤0.01%	1757
2023 Q3	$23.8K	Buy	1,356 +15	+1%	+$267	﹤0.01%	1669
2023 Q2	$24.1K	Buy	1,341 +13	+1%	+$236	﹤0.01%	1681
2023 Q1	$24.3K	Buy	1,328 +11	+0.8%	+$199	﹤0.01%	1658
2022 Q4	$23.4K	Buy	1,317 +22	+2%	+$388	﹤0.01%	1614
2022 Q3	$24K	Hold	1,295	–	–	﹤0.01%	1555
2022 Q2	$24K	Buy	+1,295	New	+$24K	﹤0.01%	1555
2021 Q4	$27K	Buy	1,281 +6	+0.5%	+$126	﹤0.01%	1529
2021 Q3	$27K	Buy	1,275 +7	+0.6%	+$150	﹤0.01%	2127
2021 Q2	$27K	Buy	1,268 +6	+0.5%	+$126	﹤0.01%	2158
2021 Q1	$26K	Buy	+1,262	New	+$26.8K	﹤0.01%	2055

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

Harbour Investments's BSCT Position: Q1 2026 in Review

Harbour Investments increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 23% in Q1 2026, buying an estimated $179K and bringing the position to 49,932 shares worth $932K. The position accounts for 0.01% of the portfolio, ranked #795.

Harbour Investments first reported a position in BSCT in Q1 2021 and has held it in 20 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Harbour Investments held 49,932 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $932K as of Q1 2026.
Harbour Investments bought 9,497 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $179K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #795 holding.
Harbour Investments first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2021 and has held it in 20 quarters since.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.