Kestra Private Wealth Services’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Kestra Private Wealth 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	$1.33M	Sell	71,362 -111	-0.2%	-$2.09K	0.02%	702
2025 Q4	$1.35M	Buy	71,473 +4,779	+7%	+$90K	0.02%	679
2025 Q3	$1.25M	Sell	66,694 -2,582	-4%	-$48.4K	0.02%	687
2025 Q2	$1.3M	Buy	69,276 +22,443	+48%	+$416K	0.02%	634
2025 Q1	$868K	Buy	46,833 +36,610	+358%	+$674K	0.01%	730
2024 Q4	$187K	Sell	10,223 -336	-3%	-$6.21K	﹤0.01%	1326
2024 Q3	$199K	Buy	+10,559	New	+$196K	﹤0.01%	1273

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

Kestra Private Wealth Services's BSCT Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.16% in Q1 2026, selling an estimated $2.09K and leaving 71,362 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #702.

Kestra Private Wealth Services first reported a position in BSCT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q4 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Kestra Private Wealth Services held 71,362 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.33M as of Q1 2026.
Kestra Private Wealth Services sold 111 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $2.09K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #702 holding.
Kestra Private Wealth Services first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Kestra Private Wealth Services's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $1.35M in Q4 2025.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.