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Sawgrass Asset Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Sawgrass Asset Management’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 		$1.54M Sell
82,724
-675
-0.8% -$12.7K 0.23% 75
2025
Q4 		$1.57M Hold
83,399
– – 0.2% 79
2025
Q3 		$1.57M Buy
83,399
+3,471
+4% +$65.1K 0.19% 78
2025
Q2 		$1.49M Sell
79,928
-4,652
-6% -$86.2K 0.17% 76
2025
Q1 		$1.57M Sell
84,580
-14,330
-14% -$264K 0.19% 75
2024
Q4 		$1.81M Buy
98,910
+17,194
+21% +$318K 0.2% 70
2024
Q3 		$1.54M Buy
81,716
+6,026
+8% +$112K 0.16% 76
2024
Q2 		$1.37M Buy
75,690
+860
+1% +$15.6K 0.15% 85
2024
Q1 		$1.37M Buy
74,830
+9,938
+15% +$182K 0.15% 92
2023
Q4 		$1.2M Buy
64,892
+11,418
+21% +$203K 0.14% 91
2023
Q3 		$937K Buy
53,474
+9,676
+22% +$173K 0.11% 102
2023
Q2 		$786K Buy
43,798
+7,521
+21% +$137K 0.1% 104
2023
Q1 		$664K Buy
36,277
+386
+1% +$6.98K 0.09% 104
2022
Q4 		$638K Buy
35,891
+7,697
+27% +$136K 0.09% 104
2022
Q3 		$488K Hold
28,194
– – 0.07% 110
2022
Q2 		$512K Sell
28,194
-550
-2% -$10.2K 0.07% 114
2022
Q1 		$559K Buy
+28,744
New +$576K 0.06% 114

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

Sawgrass Asset Management's BSCT Position: Q1 2026 in Review

Sawgrass Asset Management reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.81% in Q1 2026, selling an estimated $12.7K and leaving 82,724 shares worth $1.54M. The position accounts for 0.23% of the portfolio, ranked #75.

Sawgrass Asset Management first reported a position in BSCT in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.81M in Q4 2024. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • Sawgrass Asset Management held 82,724 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.54M as of Q1 2026.
  • Sawgrass Asset Management sold 675 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $12.7K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.23% of Sawgrass Asset Management's portfolio in Q1 2026, its #75 holding.
  • Sawgrass Asset Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Sawgrass Asset Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $1.81M in Q4 2024.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Sawgrass Asset Management's 13F filing for Q1 2026, filed 1 May 2026.