MONECO Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

MONECO Advisors’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	$24.8M	Buy	1,329,857 +34,661	+3%	+$652K	1.92%	9
2025 Q4	$24.4M	Buy	1,295,196 +68,420	+6%	+$1.29M	1.94%	10
2025 Q3	$23.1M	Buy	1,226,776 +134,269	+12%	+$2.52M	1.93%	11
2025 Q2	$20.4M	Buy	1,092,507 +142,632	+15%	+$2.64M	1.9%	11
2025 Q1	$17.6M	Buy	949,875 +272,090	+40%	+$5.01M	1.82%	12
2024 Q4	$12.4M	Buy	677,785 +218,467	+48%	+$4.04M	1.31%	16
2024 Q3	$8.64M	Buy	459,318 +242,640	+112%	+$4.51M	1.08%	22
2024 Q2	$3.93M	Buy	216,678 +95,548	+79%	+$1.73M	0.58%	42
2024 Q1	$2.22M	Buy	121,130 +73,331	+153%	+$1.34M	0.35%	82
2023 Q4	$886K	Buy	47,799 +26,441	+124%	+$471K	0.17%	146
2023 Q3	$374K	Buy	21,358 +9,961	+87%	+$178K	0.1%	219
2023 Q2	$205K	Buy	+11,397	New	+$207K	0.06%	324

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

MONECO Advisors's BSCT Position: Q1 2026 in Review

MONECO Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 2.7% in Q1 2026, buying an estimated $652K and bringing the position to 1,329,857 shares worth $24.8M. The position accounts for 1.92% of the portfolio, ranked #9.

MONECO Advisors first reported a position in BSCT in Q2 2023 and has held it in 12 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

MONECO Advisors held 1,329,857 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $24.8M as of Q1 2026.
MONECO Advisors bought 34,661 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $652K.
Invesco BulletShares 2029 Corporate Bond ETF made up 1.92% of MONECO Advisors's portfolio in Q1 2026, its #9 holding.
MONECO Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.