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 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

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

ProVise Management Group's BSCT Position: Q1 2026 in Review

ProVise Management Group increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 21% in Q1 2026, buying an estimated $1.21M and bringing the position to 371,318 shares worth $6.93M. The position accounts for 0.5% of the portfolio, ranked #55.

ProVise Management Group first reported a position in BSCT in Q4 2024 and has held it in 6 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

ProVise Management Group held 371,318 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $6.93M as of Q1 2026.
ProVise Management Group bought 64,106 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $1.21M.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.5% of ProVise Management Group's portfolio in Q1 2026, its #55 holding.
ProVise Management Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.