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ORG Partners’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

ORG Partners’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
Q4 		$235K Buy
12,483
+540
+5% +$10.2K 0.04% 304
2025
Q3 		$225K Buy
+11,943
New +$224K 0.04% 326

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ORG Partners's BSCT Position: Q4 2025 in Review

ORG Partners increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 4.5% in Q4 2025, buying an estimated $10.2K and bringing the position to 12,483 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #304.

ORG Partners first reported a position in BSCT in Q3 2025 and has held it in 2 quarters since. 324 funds tracked by Wall St. Rank hold BSCT as of Q4 2025.

  • ORG Partners held 12,483 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $235K as of Q4 2025.
  • ORG Partners bought 540 Invesco BulletShares 2029 Corporate Bond ETF shares in Q4 2025, an estimated $10.2K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.04% of ORG Partners's portfolio in Q4 2025, its #304 holding.
  • ORG Partners first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 324 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.