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

Topsail 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	$44.8K	Buy	2,400 +900	+60%	+$16.9K	0.01%	225
2025 Q4	$28.3K	Hold	1,500	–	–	﹤0.01%	223
2025 Q3	$28.2K	Hold	1,500	–	–	﹤0.01%	213
2025 Q2	$28.1K	Hold	1,500	–	–	0.01%	201
2025 Q1	$27.8K	Hold	1,500	–	–	0.01%	189
2024 Q4	$27.5K	Buy	+1,500	New	+$27.7K	0.01%	172

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

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

Topsail Wealth Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 60% in Q1 2026, buying an estimated $16.9K and bringing the position to 2,400 shares worth $44.8K. The position accounts for 0.01% of the portfolio, ranked #225.

Topsail Wealth Management first reported a position in BSCT in Q4 2024 and has held it in 6 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Topsail Wealth Management held 2,400 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $44.8K as of Q1 2026.
Topsail Wealth Management bought 900 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $16.9K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of Topsail Wealth Management's portfolio in Q1 2026, its #225 holding.
Topsail Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

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