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Roundview Capital’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Roundview Capital’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 		$473K Hold
25,349
– – 0.03% 270
2025
Q4 		$477K Hold
25,349
– – 0.03% 259
2025
Q3 		$477K Hold
25,349
– – 0.03% 267
2025
Q2 		$474K Hold
25,349
– – 0.03% 268
2025
Q1 		$470K Buy
+25,349
New +$467K 0.03% 263

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

Roundview Capital's BSCT Position: Q1 2026 in Review

Roundview Capital held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q1 2026 at 25,349 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #270.

Roundview Capital first reported a position in BSCT in Q1 2025 and has held it in 5 quarters since. The position peaked at $477K in Q4 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • Roundview Capital held 25,349 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $473K as of Q1 2026.
  • Roundview Capital left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.03% of Roundview Capital's portfolio in Q1 2026, its #270 holding.
  • Roundview Capital first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Roundview Capital's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $477K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.