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

Old Port 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	$3.22M	Buy	172,457 +26,460	+18%	+$498K	0.74%	37
2025 Q4	$2.75M	Buy	145,997 +16,344	+13%	+$308K	0.68%	45
2025 Q3	$2.44M	Buy	129,653 +47,632	+58%	+$894K	0.61%	52
2025 Q2	$1.53M	Buy	82,021 +68,161	+492%	+$1.26M	0.42%	81
2025 Q1	$257K	Buy	+13,860	New	+$255K	0.08%	194

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

Old Port Advisors's BSCT Position: Q1 2026 in Review

Old Port Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 18% in Q1 2026, buying an estimated $498K and bringing the position to 172,457 shares worth $3.22M. The position accounts for 0.74% of the portfolio, ranked #37.

Old Port Advisors first reported a position in BSCT in Q1 2025 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Old Port Advisors held 172,457 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $3.22M as of Q1 2026.
Old Port Advisors bought 26,460 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $498K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.74% of Old Port Advisors's portfolio in Q1 2026, its #37 holding.
Old Port Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Old Port Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.