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SNS Financial Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

SNS Financial 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 		$424K Buy
22,734
+6,052
+36% +$114K 0.04% 143
2025
Q4 		$314K Buy
+16,682
New +$314K 0.03% 168

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

SNS Financial Group's BSCT Position: Q1 2026 in Review

SNS Financial Group increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 36% in Q1 2026, buying an estimated $114K and bringing the position to 22,734 shares worth $424K. The position accounts for 0.04% of the portfolio, ranked #143.

SNS Financial Group first reported a position in BSCT in Q4 2025 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • SNS Financial Group held 22,734 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $424K as of Q1 2026.
  • SNS Financial Group bought 6,052 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $114K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.04% of SNS Financial Group's portfolio in Q1 2026, its #143 holding.
  • SNS Financial Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.