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

Horizons 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	$4.26M	Buy	228,195 +10,131	+5%	+$191K	2.79%	10
2025 Q4	$4.11M	Buy	218,064 +2,038	+0.9%	+$38.4K	2.69%	10
2025 Q3	$4.06M	Buy	216,026 +4,442	+2%	+$83.3K	2.77%	9
2025 Q2	$3.96M	Sell	211,584 -99	-0%	-$1.83K	2.82%	9
2025 Q1	$3.92M	Buy	211,683 +13,550	+7%	+$250K	2.92%	9
2024 Q4	$3.63M	Buy	198,133 +21,498	+12%	+$398K	2.77%	9
2024 Q3	$3.32M	Buy	176,635 +2,506	+1%	+$46.6K	2.55%	12
2024 Q2	$3.2M	Sell	174,129 -34,777	-17%	-$630K	2.53%	13
2024 Q1	$3.87M	Hold	208,906	–	–	2.54%	15
2023 Q4	$3.87M	Buy	208,906 +141,425	+210%	+$2.52M	2.54%	15
2023 Q3	$1.18M	Buy	67,481 +13,709	+25%	+$244K	0.86%	20
2023 Q2	$964K	Buy	53,772 +9,920	+23%	+$180K	0.68%	23
2023 Q1	$802K	Buy	43,852 +17,068	+64%	+$309K	0.59%	26
2022 Q4	$477K	Buy	+26,784	New	+$472K	0.38%	34

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

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

Horizons Wealth Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 4.6% in Q1 2026, buying an estimated $191K and bringing the position to 228,195 shares worth $4.26M. The position accounts for 2.79% of the portfolio, ranked #10.

Horizons Wealth Management first reported a position in BSCT in Q4 2022 and has held it in 14 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Horizons Wealth Management held 228,195 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $4.26M as of Q1 2026.
Horizons Wealth Management bought 10,131 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $191K.
Invesco BulletShares 2029 Corporate Bond ETF made up 2.79% of Horizons Wealth Management's portfolio in Q1 2026, its #10 holding.
Horizons Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.