Integrated Wealth Concepts’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Integrated Wealth Concepts’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	$2.55M	Buy	136,797 +45,617	+50%	+$858K	0.02%	667
2025 Q4	$1.72M	Sell	91,180 -5,784	-6%	-$109K	0.02%	572
2025 Q3	$1.82M	Buy	96,964 +7,848	+9%	+$147K	0.02%	707
2025 Q2	$1.67M	Buy	89,116 +20,516	+30%	+$380K	0.02%	683
2025 Q1	$1.27M	Buy	68,600 +23,017	+50%	+$424K	0.01%	723
2024 Q4	$836K	Buy	45,583 +10,901	+31%	+$202K	0.01%	896
2024 Q3	$652K	Buy	34,682 +5,006	+17%	+$93.1K	0.01%	972
2024 Q2	$539K	Buy	29,676 +14,045	+90%	+$254K	0.01%	1013
2024 Q1	$286K	Buy	15,631 +4,168	+36%	+$76.3K	﹤0.01%	1345
2023 Q4	$213K	Buy	+11,463	New	+$204K	﹤0.01%	1442

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

Integrated Wealth Concepts's BSCT Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 50% in Q1 2026, buying an estimated $858K and bringing the position to 136,797 shares worth $2.55M. The position accounts for 0.02% of the portfolio, ranked #667.

Integrated Wealth Concepts first reported a position in BSCT in Q4 2023 and has held it in 10 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Integrated Wealth Concepts held 136,797 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $2.55M as of Q1 2026.
Integrated Wealth Concepts bought 45,617 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $858K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #667 holding.
Integrated Wealth Concepts first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.