Osaic Holdings
BSCT icon

Osaic Holdings’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Osaic Holdings’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 		$27.1M Buy
1,452,359
+403,941
+39% +$7.6M 0.04% 466
2025
Q4 		$19.8M Buy
1,048,418
+54,539
+5% +$1.03M 0.03% 587
2025
Q3 		$18.7M Buy
993,879
+46,615
+5% +$875K 0.03% 649
2025
Q2 		$17.7M Buy
947,264
+56,638
+6% +$1.05M 0.03% 539
2025
Q1 		$16.5M Buy
890,626
+269,478
+43% +$4.96M 0.04% 482
2024
Q4 		$11.4M Buy
621,148
+223,105
+56% +$4.13M 0.03% 605
2024
Q3 		$7.49M Buy
398,043
+131,063
+49% +$2.44M 0.02% 827
2024
Q2 		$4.85M Buy
266,980
+58,959
+28% +$1.07M 0.01% 1018
2024
Q1 		$3.81M Buy
208,021
+64,259
+45% +$1.18M 0.01% 1227
2023
Q4 		$2.67M Sell
143,762
-83,116
-37% -$1.48M ﹤0.01% 1636
2023
Q3 		$3.98M Buy
226,878
+145,521
+179% +$2.59M 0.01% 1473
2023
Q2 		$1.46M Buy
81,357
+32,190
+65% +$585K ﹤0.01% 2149
2023
Q1 		$899K Buy
49,167
+14,017
+40% +$253K ﹤0.01% 2579
2022
Q4 		$625K Buy
35,150
+14,150
+67% +$250K ﹤0.01% 2819
2022
Q3 		$364K Buy
21,000
+3,300
+19% +$60.3K ﹤0.01% 3199
2022
Q2 		$321K Buy
17,700
+5,050
+40% +$93.5K ﹤0.01% 3363
2022
Q1 		$246K Sell
12,650
-18,775
-60% -$376K ﹤0.01% 3849
2021
Q4 		$658K Buy
31,425
+2,050
+7% +$43K ﹤0.01% 2792
2021
Q3 		$620K Buy
29,375
+1,725
+6% +$36.9K ﹤0.01% 2816
2021
Q2 		$588K Buy
27,650
+9,050
+49% +$190K ﹤0.01% 2844
2021
Q1 		$385K Buy
18,600
+15,050
+424% +$319K ﹤0.01% 3147
2020
Q4 		$77K Buy
3,550
+1,500
+73% +$32.3K ﹤0.01% 4234
2020
Q3 		$44K Buy
+2,050
New +$44.1K ﹤0.01% 4390

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings's BSCT Position: Q1 2026 in Review

Osaic Holdings increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 39% in Q1 2026, buying an estimated $7.6M and bringing the position to 1,452,359 shares worth $27.1M. The position accounts for 0.04% of the portfolio, ranked #466.

Osaic Holdings first reported a position in BSCT in Q3 2020 and has held it in 23 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • Osaic Holdings held 1,452,359 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $27.1M as of Q1 2026.
  • Osaic Holdings bought 403,941 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $7.6M.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.04% of Osaic Holdings's portfolio in Q1 2026, its #466 holding.
  • Osaic Holdings first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.