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

&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
2026
Q1 		$7.43M Buy
398,467
+193,608
+95% +$3.64M 0.04% 419
2025
Q4 		$3.86M Buy
204,859
+116,508
+132% +$2.19M 0.02% 592
2025
Q3 		$1.66M Buy
88,351
+2,129
+2% +$39.9K 0.01% 841
2025
Q2 		$1.61M Buy
86,222
+53,548
+164% +$992K 0.01% 760
2025
Q1 		$598K Buy
32,674
+1,987
+6% +$36.6K 0.01% 1052
2024
Q4 		$562K Buy
30,687
+4,984
+19% +$92.2K 0.01% 1033
2024
Q3 		$483K Buy
25,703
+290
+1% +$5.39K 0.01% 889
2024
Q2 		$462K Buy
+25,413
New +$460K 0.02% 572

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

&Partners's BSCT Position: Q1 2026 in Review

&Partners increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 95% in Q1 2026, buying an estimated $3.64M and bringing the position to 398,467 shares worth $7.43M. The position accounts for 0.04% of the portfolio, ranked #419.

&Partners first reported a position in BSCT in Q2 2024 and has held it in 8 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • &Partners held 398,467 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $7.43M as of Q1 2026.
  • &Partners bought 193,608 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $3.64M.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.04% of &Partners's portfolio in Q1 2026, its #419 holding.
  • &Partners first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.