U.S. Capital Wealth Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

U.S. Capital Wealth Advisors’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	$223K	Hold	11,949	–	–	0.01%	917
2025 Q4	$225K	Buy	+11,949	New	+$225K	0.01%	889

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 $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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

U.S. Capital Wealth Advisors's BSCT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q1 2026 at 11,949 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #917.

U.S. Capital Wealth Advisors first reported a position in BSCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $225K in Q4 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

U.S. Capital Wealth Advisors held 11,949 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $223K as of Q1 2026.
U.S. Capital Wealth Advisors left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #917 holding.
U.S. Capital Wealth Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
U.S. Capital Wealth Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $225K in Q4 2025.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.