Kathmere Capital Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Kathmere Capital 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	$6.62M	Sell	354,731 -969	-0.3%	-$18.2K	0.41%	50
2025 Q4	$6.7M	Buy	355,700 +405	+0.1%	+$7.63K	0.45%	46
2025 Q3	$6.68M	Buy	355,295 +14,427	+4%	+$271K	0.47%	45
2025 Q2	$6.37M	Sell	340,868 -21,845	-6%	-$405K	0.49%	44
2025 Q1	$6.72M	Buy	362,713 +103,368	+40%	+$1.9M	0.57%	40
2024 Q4	$4.76M	Buy	+259,345	New	+$4.8M	0.43%	46

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

Kathmere Capital Management's BSCT Position: Q1 2026 in Review

Kathmere Capital Management reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.27% in Q1 2026, selling an estimated $18.2K and leaving 354,731 shares worth $6.62M. The position accounts for 0.41% of the portfolio, ranked #50.

Kathmere Capital Management first reported a position in BSCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.72M in Q1 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Kathmere Capital Management held 354,731 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $6.62M as of Q1 2026.
Kathmere Capital Management sold 969 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $18.2K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.41% of Kathmere Capital Management's portfolio in Q1 2026, its #50 holding.
Kathmere Capital Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Kathmere Capital Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $6.72M in Q1 2025.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.