Keating Financial Advisory Services’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Keating Financial Advisory Services’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	$45.1K	Buy	2,415 +4	+0.2%	+$75	0.01%	639
2025 Q4	$45.4K	Buy	+2,411	New	+$45.4K	0.01%	665

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

Keating Financial Advisory Services's BSCT Position: Q1 2026 in Review

Keating Financial Advisory Services increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.17% in Q1 2026, buying an estimated $75 and bringing the position to 2,415 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #639.

Keating Financial Advisory Services first reported a position in BSCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $45.4K in Q4 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Keating Financial Advisory Services held 2,415 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $45.1K as of Q1 2026.
Keating Financial Advisory Services bought 4 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $75.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #639 holding.
Keating Financial Advisory Services first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
Keating Financial Advisory Services's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $45.4K in Q4 2025.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.