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Rossby Financial’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Rossby Financial’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 		$12.7K Buy
683
+322
+89% +$6.06K ﹤0.01% 1169
2025
Q4 		$6.8K Sell
361
-266
-42% -$5.01K ﹤0.01% 1034
2025
Q3 		$11.8K Hold
627
– – ﹤0.01% 825
2025
Q2 		$11.7K Hold
627
– – ﹤0.01% 758
2025
Q1 		$11.6K Buy
+627
New +$11.5K ﹤0.01% 697

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

Rossby Financial's BSCT Position: Q1 2026 in Review

Rossby Financial increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 89% in Q1 2026, buying an estimated $6.06K and bringing the position to 683 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Rossby Financial first reported a position in BSCT in Q1 2025 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • Rossby Financial held 683 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $12.7K as of Q1 2026.
  • Rossby Financial bought 322 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $6.06K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1169 holding.
  • Rossby Financial first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.