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BOLTON SECURITIES CORPORATION’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$81.9K Hold
4,500
– – ﹤0.01% 1181
2026
Q2 		$83.6K Hold
4,500
– – ﹤0.01% 1166
2026
Q1 		$84K Buy
+4,500
New +$84.6K ﹤0.01% 1094

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Clearstead Advisors
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BSCT Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q3 2026 at 4,500 shares worth $81.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

BOLTON SECURITIES CORPORATION first reported a position in BSCT in Q1 2026 and has held it in 3 quarters since. The position peaked at $84K in Q1 2026. 276 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 4,500 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $81.9K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q3 2026.
  • Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1181 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $84K in Q1 2026.
  • 276 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.