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Lummis Asset Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Lummis Asset 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 		$3.02K Hold
162
– – ﹤0.01% 165
2025
Q4 		$3.05K Buy
+162
New +$3.05K ﹤0.01% 159

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

Lummis Asset Management's BSCT Position: Q1 2026 in Review

Lummis Asset Management held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q1 2026 at 162 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #165.

Lummis Asset Management first reported a position in BSCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.05K in Q4 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • Lummis Asset Management held 162 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $3.02K as of Q1 2026.
  • Lummis Asset Management left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of Lummis Asset Management's portfolio in Q1 2026, its #165 holding.
  • Lummis Asset Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Lummis Asset Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $3.05K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.