S.E.E.D. Planning Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

S.E.E.D. Planning Group’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	$3.39M	Buy	181,423 +2,888	+2%	+$54.3K	0.98%	29
2025 Q4	$3.36M	Sell	178,535 -8,581	-5%	-$162K	0.96%	32
2025 Q3	$3.52M	Buy	187,116 +5,499	+3%	+$103K	1.03%	30
2025 Q2	$3.4M	Buy	181,617 +4,271	+2%	+$79.1K	1.06%	30
2025 Q1	$3.29M	Buy	177,346 +40,725	+30%	+$750K	1.11%	32
2024 Q4	$2.51M	Buy	+136,621	New	+$2.53M	0.84%	36

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

S.E.E.D. Planning Group's BSCT Position: Q1 2026 in Review

S.E.E.D. Planning Group increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1.6% in Q1 2026, buying an estimated $54.3K and bringing the position to 181,423 shares worth $3.39M. The position accounts for 0.98% of the portfolio, ranked #29.

S.E.E.D. Planning Group first reported a position in BSCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.52M in Q3 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

S.E.E.D. Planning Group held 181,423 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $3.39M as of Q1 2026.
S.E.E.D. Planning Group bought 2,888 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $54.3K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.98% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #29 holding.
S.E.E.D. Planning Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
S.E.E.D. Planning Group's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $3.52M in Q3 2025.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.