Silverlake Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Silverlake Wealth 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	$2.43M	Buy	130,080 +34,640	+36%	+$652K	0.51%	50
2025 Q4	$1.8M	Buy	95,440 +32,754	+52%	+$617K	0.4%	80
2025 Q3	$1.18M	Buy	62,686 +51	+0.1%	+$957	0.29%	107
2025 Q2	$1.17M	Buy	62,635 +1,822	+3%	+$33.8K	0.34%	89
2025 Q1	$1.13M	Buy	60,813 +13,545	+29%	+$249K	0.43%	69
2024 Q4	$867K	Buy	47,268 +17,309	+58%	+$320K	0.33%	82
2024 Q3	$564K	Buy	+29,959	New	+$557K	0.21%	114

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

Silverlake Wealth Management's BSCT Position: Q1 2026 in Review

Silverlake Wealth Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 36% in Q1 2026, buying an estimated $652K and bringing the position to 130,080 shares worth $2.43M. The position accounts for 0.51% of the portfolio, ranked #50.

Silverlake Wealth Management first reported a position in BSCT in Q3 2024 and has held it in 7 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Silverlake Wealth Management held 130,080 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $2.43M as of Q1 2026.
Silverlake Wealth Management bought 34,640 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $652K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.51% of Silverlake Wealth Management's portfolio in Q1 2026, its #50 holding.
Silverlake Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.