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

Quartz 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	$252K	Sell	13,518 -1,850	-12%	-$34.8K	0.1%	147
2025 Q4	$289K	Sell	15,368 -13,553	-47%	-$255K	0.11%	132
2025 Q3	$544K	Buy	28,921 +43	+0.1%	+$807	0.2%	103
2025 Q2	$540K	Sell	28,878 -1,636	-5%	-$30.3K	0.25%	92
2025 Q1	$565K	Sell	30,514 -1,503	-5%	-$27.7K	0.34%	69
2024 Q4	$587K	Buy	32,017 +3,590	+13%	+$66.4K	0.36%	76
2024 Q3	$535K	Buy	+28,427	New	+$529K	0.34%	89

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

Quartz Partners's BSCT Position: Q1 2026 in Review

Quartz Partners reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 12% in Q1 2026, selling an estimated $34.8K and leaving 13,518 shares worth $252K. The position accounts for 0.1% of the portfolio, ranked #147.

Quartz Partners first reported a position in BSCT in Q3 2024 and has held it in 7 quarters since. The position peaked at $587K in Q4 2024. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Quartz Partners held 13,518 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $252K as of Q1 2026.
Quartz Partners sold 1,850 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $34.8K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.1% of Quartz Partners's portfolio in Q1 2026, its #147 holding.
Quartz Partners first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Quartz Partners's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $587K in Q4 2024.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.