Novare Capital Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Novare Capital 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	$3.77M	Buy	202,151 +5,041	+3%	+$94.8K	0.3%	68
2025 Q4	$3.71M	Buy	197,110 +3,829	+2%	+$72.1K	0.28%	68
2025 Q3	$3.64M	Buy	193,281 +7,835	+4%	+$147K	0.28%	69
2025 Q2	$3.47M	Buy	185,446 +11,837	+7%	+$219K	0.28%	72
2025 Q1	$3.22M	Buy	173,609 +9,887	+6%	+$182K	0.28%	73
2024 Q4	$3M	Buy	163,722 +9,767	+6%	+$181K	0.25%	76
2024 Q3	$2.9M	Buy	153,955 +9,368	+6%	+$174K	0.25%	75
2024 Q2	$2.63M	Sell	144,587 -412	-0.3%	-$7.46K	0.24%	79
2024 Q1	$2.65M	Buy	144,999 +18,542	+15%	+$340K	0.24%	78
2023 Q4	$2.35M	Sell	126,457 -15,207	-11%	-$271K	0.24%	84
2023 Q3	$2.48M	Buy	141,664 +884	+0.6%	+$15.8K	0.28%	77
2023 Q2	$2.53M	Buy	140,780 +7,495	+6%	+$136K	0.27%	80
2023 Q1	$2.44M	Buy	133,285 +48,654	+57%	+$880K	0.28%	83
2022 Q4	$1.5M	Buy	+84,631	New	+$1.49M	0.18%	92

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

Novare Capital Management's BSCT Position: Q1 2026 in Review

Novare Capital Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 2.6% in Q1 2026, buying an estimated $94.8K and bringing the position to 202,151 shares worth $3.77M. The position accounts for 0.3% of the portfolio, ranked #68.

Novare Capital Management first reported a position in BSCT in Q4 2022 and has held it in 14 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Novare Capital Management held 202,151 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $3.77M as of Q1 2026.
Novare Capital Management bought 5,041 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $94.8K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.3% of Novare Capital Management's portfolio in Q1 2026, its #68 holding.
Novare Capital Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.