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

Western 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	$417K	Buy	22,355 +700	+3%	+$13.2K	0.02%	691
2025 Q4	$408K	Buy	21,655 +500	+2%	+$9.42K	0.02%	572
2025 Q3	$398K	Buy	21,155 +2,255	+12%	+$42.3K	0.02%	505
2025 Q2	$353K	Hold	18,900	–	–	0.02%	516
2025 Q1	$350K	Hold	18,900	–	–	0.02%	483
2024 Q4	$347K	Buy	18,900 +900	+5%	+$16.6K	0.02%	477
2024 Q3	$339K	Buy	18,000 +1,000	+6%	+$18.6K	0.02%	564
2024 Q2	$309K	Buy	+17,000	New	+$308K	0.02%	491

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

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

Western Wealth Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 3.2% in Q1 2026, buying an estimated $13.2K and bringing the position to 22,355 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #691.

Western Wealth Management first reported a position in BSCT in Q2 2024 and has held it in 8 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Western Wealth Management held 22,355 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $417K as of Q1 2026.
Western Wealth Management bought 700 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $13.2K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #691 holding.
Western Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.