JWM
BSCT icon

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

JPL 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 		$62.6K Buy
+3,355
New +$63.1K 0.01% 208
2025
Q4 		– Sell
-3,355
Closed -$63.1K – 260
2025
Q3 		$63.1K Buy
+3,355
New +$62.9K 0.02% 224

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

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

JPL Wealth Management opened a new position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q1 2026: 3,355 shares worth $62.6K. The stake represents 0.01% of the portfolio and ranks #208 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in BSCT as recently as Q3 2025.

JPL Wealth Management first reported a position in BSCT in Q3 2025 and has held it in 2 quarters since. The position peaked at $63.1K in Q3 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • JPL Wealth Management held 3,355 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $62.6K as of Q1 2026.
  • Invesco BulletShares 2029 Corporate Bond ETF was a new JPL Wealth Management position in Q1 2026.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #208 holding.
  • JPL Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $63.1K in Q3 2025.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.