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Waverly Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Waverly 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 		$483K Buy
25,868
+611
+2% +$11.5K ﹤0.01% 1106
2025
Q4 		$476K Sell
25,257
-3
-0% -$57 ﹤0.01% 1032
2025
Q3 		$475K Buy
25,260
+2,676
+12% +$50.2K ﹤0.01% 861
2025
Q2 		$422K Buy
22,584
+734
+3% +$13.6K ﹤0.01% 850
2025
Q1 		$405K Buy
21,850
+1,562
+8% +$28.8K ﹤0.01% 832
2024
Q4 		$372K Buy
20,288
+900
+5% +$16.6K 0.01% 756
2024
Q3 		$365K Buy
+19,388
New +$361K 0.01% 639

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

Waverly Advisors's BSCT Position: Q1 2026 in Review

Waverly Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 2.4% in Q1 2026, buying an estimated $11.5K and bringing the position to 25,868 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Waverly Advisors 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.

  • Waverly Advisors held 25,868 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $483K as of Q1 2026.
  • Waverly Advisors bought 611 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $11.5K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1106 holding.
  • Waverly Advisors 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 Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.