Vista Investment Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Vista Investment 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	$1.18M	Buy	63,289 +6,863	+12%	+$129K	0.39%	77
2025 Q4	$1.06M	Buy	56,426 +24,655	+78%	+$464K	0.35%	81
2025 Q3	$598K	Buy	31,771 +3,685	+13%	+$69.1K	0.21%	112
2025 Q2	$525K	Buy	28,086 +6,165	+28%	+$114K	0.19%	117
2025 Q1	$406K	Buy	21,921 +1,675	+8%	+$30.8K	0.16%	127
2024 Q4	$371K	Buy	20,246 +4,175	+26%	+$77.2K	0.14%	134
2024 Q3	$302K	Buy	+16,071	New	+$299K	0.11%	150

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

Vista Investment Management's BSCT Position: Q1 2026 in Review

Vista Investment Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 12% in Q1 2026, buying an estimated $129K and bringing the position to 63,289 shares worth $1.18M. The position accounts for 0.39% of the portfolio, ranked #77.

Vista Investment 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.

Vista Investment Management held 63,289 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.18M as of Q1 2026.
Vista Investment Management bought 6,863 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $129K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.39% of Vista Investment Management's portfolio in Q1 2026, its #77 holding.
Vista Investment 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 Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.