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HM Payson & Co’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

HM Payson & Co’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 		– Sell
-65
Closed -$1.23K – 1138
2025
Q4 		$1.23K Buy
+65
New +$1.23K ﹤0.01% 1101

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

HM Payson & Co's BSCT Position: Q1 2026 in Review

HM Payson & Co sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q1 2026, closing a stake of 65 shares — an estimated $1.23K sold.

HM Payson & Co first reported a position in BSCT in Q4 2025 and held it in 1 quarter. The position peaked at $1.23K in Q4 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • HM Payson & Co reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • HM Payson & Co sold 65 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $1.23K.
  • HM Payson & Co first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • HM Payson & Co's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $1.23K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.