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Shufro Rose & Co’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Shufro Rose & Co’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 		$15.9M Buy
850,769
+18,297
+2% +$344K 1.08% 27
2025
Q4 		$15.7M Buy
832,472
+266,798
+47% +$5.03M 1.07% 28
2025
Q3 		$10.5M Sell
565,674
-6,122
-1% -$115K 0.86% 30
2025
Q2 		$10.6M Sell
571,796
-8,026
-1% -$149K 0.86% 30
2025
Q1 		$10.7M Buy
579,822
+10,399
+2% +$192K 0.85% 30
2024
Q4 		$10.4M Buy
569,423
+416,623
+273% +$7.71M 0.81% 35
2024
Q3 		$2.77M Hold
152,800
– – 0.23% 63
2024
Q2 		$2.77M Buy
152,800
+102,698
+205% +$1.86M 0.23% 63
2024
Q1 		$917K Buy
+50,102
New +$917K 0.08% 115

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 $501B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $9.79B 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 $653B AUM 32.41% 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 $564B AUM 30.12% 1-Year Est. Return