Tassel Capital Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Tassel Capital 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	$309K	Buy	16,579 +153	+0.9%	+$2.88K	0.17%	34
2025 Q4	$309K	Buy	16,426 +1,206	+8%	+$22.7K	0.19%	29
2025 Q3	$286K	Buy	15,220 +308	+2%	+$5.78K	0.18%	32
2025 Q2	$279K	Buy	14,912 +174	+1%	+$3.22K	0.21%	30
2025 Q1	$273K	Sell	14,738 -11	-0.1%	-$203	0.24%	32
2024 Q4	$271K	Buy	+14,749	New	+$273K	0.24%	33

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

Tassel Capital Management's BSCT Position: Q1 2026 in Review

Tassel Capital Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.93% in Q1 2026, buying an estimated $2.88K and bringing the position to 16,579 shares worth $309K. The position accounts for 0.17% of the portfolio, ranked #34.

Tassel Capital Management first reported a position in BSCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $309K in Q4 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Tassel Capital Management held 16,579 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $309K as of Q1 2026.
Tassel Capital Management bought 153 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $2.88K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.17% of Tassel Capital Management's portfolio in Q1 2026, its #34 holding.
Tassel Capital Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Tassel Capital Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $309K in Q4 2025.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Tassel Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.