NorthAvenue LLC
BSCT icon

NorthAvenue LLC’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

NorthAvenue LLC’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
Q3 		$5.06M Buy
278,081
+8,666
+3% +$160K 3.57% 6
2026
Q2 		$5M Buy
269,415
+13,659
+5% +$255K 3.58% 6
2026
Q1 		$4.77M Buy
255,756
+12,974
+5% +$244K 3.79% 8
2025
Q4 		$4.57M Buy
+242,782
New +$4.57M 3.79% 7

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Clearstead Advisors
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Anchor Investment Management
Anchor Investment Management Columbia, South Carolina $1.34B AUM 21.96% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

NorthAvenue LLC's BSCT Position: Q3 2026 in Review

NorthAvenue LLC increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 3.2% in Q3 2026, buying an estimated $160K and bringing the position to 278,081 shares worth $5.06M. The position accounts for 3.57% of the portfolio, ranked #6.

NorthAvenue LLC first reported a position in BSCT in Q4 2025 and has held it in 4 quarters since. 255 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

  • NorthAvenue LLC held 278,081 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $5.06M as of Q3 2026.
  • NorthAvenue LLC bought 8,666 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $160K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 3.57% of NorthAvenue LLC's portfolio in Q3 2026, its #6 holding.
  • NorthAvenue LLC first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 255 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on NorthAvenue LLC's 13F filing for Q3 2026, filed 29 Oct 2026.