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RFG Advisory’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

RFG Advisory’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 		– Sell
-23,017
Closed -$434K – 1049
2025
Q4 		$434K Buy
+23,017
New +$434K 0.01% 753

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

RFG Advisory's BSCT Position: Q1 2026 in Review

RFG Advisory sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q1 2026, closing a stake of 23,017 shares — an estimated $434K sold.

RFG Advisory first reported a position in BSCT in Q4 2025 and held it in 1 quarter. The position peaked at $434K in Q4 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • RFG Advisory reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • RFG Advisory sold 23,017 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $434K.
  • RFG Advisory first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • RFG Advisory's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $434K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on RFG Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.