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

Monterey Private Wealth’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
2025
Q1 		$522K Buy
28,171
+11,505
+69% +$212K 0.15% 61
2024
Q4 		$306K Buy
16,666
+2,879
+21% +$53.3K 0.1% 94
2024
Q3 		$259K Buy
+13,787
New +$256K 0.09% 103

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Monterey Private Wealth's BSCT Position: Q1 2025 in Review

Monterey Private Wealth increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 69% in Q1 2025, buying an estimated $212K and bringing the position to 28,171 shares worth $522K. The position accounts for 0.15% of the portfolio, ranked #61.

Monterey Private Wealth first reported a position in BSCT in Q3 2024 and has held it in 3 quarters since. 257 funds tracked by Wall St. Rank hold BSCT as of Q1 2025.

  • Monterey Private Wealth held 28,171 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $522K as of Q1 2025.
  • Monterey Private Wealth bought 11,505 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2025, an estimated $212K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.15% of Monterey Private Wealth's portfolio in Q1 2025, its #61 holding.
  • Monterey Private Wealth first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 257 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.