River Wealth Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

River Wealth Advisors’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	$1.48M	Buy	79,090 +4,504	+6%	+$84.7K	0.17%	90
2025 Q4	$1.4M	Buy	74,586 +305	+0.4%	+$5.75K	0.16%	94
2025 Q3	$1.4M	Buy	74,281 +1,858	+3%	+$34.9K	0.16%	95
2025 Q2	$1.35M	Buy	72,423 +9,743	+16%	+$181K	0.17%	99
2025 Q1	$1.16M	Buy	62,680 +6,542	+12%	+$120K	0.16%	98
2024 Q4	$1.03M	Buy	+56,138	New	+$1.04M	0.14%	109

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

River Wealth Advisors's BSCT Position: Q1 2026 in Review

River Wealth Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 6% in Q1 2026, buying an estimated $84.7K and bringing the position to 79,090 shares worth $1.48M. The position accounts for 0.17% of the portfolio, ranked #90.

River Wealth Advisors 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.

River Wealth Advisors held 79,090 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.48M as of Q1 2026.
River Wealth Advisors bought 4,504 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $84.7K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.17% of River Wealth Advisors's portfolio in Q1 2026, its #90 holding.
River Wealth Advisors 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 River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.