Parr McKnight Wealth Management Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Parr McKnight Wealth Management Group’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	$5.86M	Buy	313,815 +32,329	+11%	+$608K	0.77%	39
2025 Q4	$5.3M	Buy	281,486 +42,011	+18%	+$791K	0.7%	42
2025 Q3	$4.5M	Buy	239,475 +23,127	+11%	+$434K	0.59%	50
2025 Q2	$4.05M	Buy	216,348 +31,227	+17%	+$579K	0.56%	54
2025 Q1	$3.43M	Buy	+185,121	New	+$3.41M	0.49%	58

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

Parr McKnight Wealth Management Group's BSCT Position: Q1 2026 in Review

Parr McKnight Wealth Management Group increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 11% in Q1 2026, buying an estimated $608K and bringing the position to 313,815 shares worth $5.86M. The position accounts for 0.77% of the portfolio, ranked #39.

Parr McKnight Wealth Management Group 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.

Parr McKnight Wealth Management Group held 313,815 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $5.86M as of Q1 2026.
Parr McKnight Wealth Management Group bought 32,329 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $608K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.77% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #39 holding.
Parr McKnight Wealth Management Group 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 Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.