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

AE 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 Q2	$109K	Sell	5,849 -171	-3%	-$3.19K	﹤0.01%	1893
2026 Q1	$112K	Buy	6,020 +4,694	+354%	+$88.3K	﹤0.01%	1768
2025 Q4	$25K	Buy	1,326 +602	+83%	+$11.3K	﹤0.01%	1990
2025 Q3	$13.6K	Buy	+724	New	+$13.6K	﹤0.01%	1957
2025 Q2	–	Sell	-201	Closed	-$3.73K	–	2175
2025 Q1	$3.73K	Buy	+201	New	+$3.7K	﹤0.01%	1973

Other funds holding BSCT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AE Wealth Management's BSCT Position: Q2 2026 in Review

AE Wealth Management reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 2.8% in Q2 2026, selling an estimated $3.19K and leaving 5,849 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

AE Wealth Management first reported a position in BSCT in Q1 2025 and has held it in 5 quarters since. The position peaked at $112K in Q1 2026. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

AE Wealth Management held 5,849 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $109K as of Q2 2026.
AE Wealth Management sold 171 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $3.19K.
Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1893 holding.
AE Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
AE Wealth Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $112K in Q1 2026.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.