ProVise Management Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

ProVise 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 Q3	$7.93M	Buy	435,787 +17,343	+4%	+$320K	0.54%	52
2026 Q2	$7.77M	Buy	418,444 +47,126	+13%	+$878K	0.52%	52
2026 Q1	$6.93M	Buy	371,318 +64,106	+21%	+$1.21M	0.5%	55
2025 Q4	$5.79M	Buy	307,212 +65,783	+27%	+$1.24M	0.41%	62
2025 Q3	$4.54M	Buy	241,429 +28,185	+13%	+$529K	0.33%	66
2025 Q2	$3.99M	Buy	213,244 +17,778	+9%	+$329K	0.32%	70
2025 Q1	$3.62M	Buy	195,466 +114,075	+140%	+$2.1M	0.31%	79
2024 Q4	$1.49M	Buy	+81,391	New	+$1.51M	0.13%	116

Other funds holding BSCT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Anchor Investment Management Columbia, South Carolina $1.34B AUM 21.96% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

ProVise Management Group's BSCT Position: Q3 2026 in Review

ProVise Management Group increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 4.1% in Q3 2026, buying an estimated $320K and bringing the position to 435,787 shares worth $7.93M. The position accounts for 0.54% of the portfolio, ranked #52.

ProVise Management Group first reported a position in BSCT in Q4 2024 and has held it in 8 quarters since. 255 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

ProVise Management Group held 435,787 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $7.93M as of Q3 2026.
ProVise Management Group bought 17,343 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $320K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.54% of ProVise Management Group's portfolio in Q3 2026, its #52 holding.
ProVise Management Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
255 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on ProVise Management Group's 13F filing for Q3 2026, filed 6 Nov 2026.