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Allen Capital Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Allen Capital Group’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 		$677K Buy
36,420
+3,389
+10% +$63.2K 0.06% 177
2026
Q1 		$616K Sell
33,031
-2,391
-7% -$45K 0.06% 175
2025
Q4 		$667K Buy
35,422
+1,811
+5% +$34.1K 0.06% 164
2025
Q3 		$632K Buy
33,611
+2,155
+7% +$40.4K 0.06% 169
2025
Q2 		$588K Buy
31,456
+2,308
+8% +$42.8K 0.06% 169
2025
Q1 		$540K Buy
29,148
+7,107
+32% +$131K 0.06% 158
2024
Q4 		$404K Buy
22,041
+6,671
+43% +$123K 0.05% 170
2024
Q3 		$289K Buy
15,370
+4,883
+47% +$90.8K 0.04% 193
2024
Q2 		$190K Buy
+10,487
New +$190K 0.03% 212

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allen Capital Group's BSCT Position: Q2 2026 in Review

Allen Capital Group increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 10% in Q2 2026, buying an estimated $63.2K and bringing the position to 36,420 shares worth $677K. The position accounts for 0.06% of the portfolio, ranked #177.

Allen Capital Group first reported a position in BSCT in Q2 2024 and has held it in 9 quarters since. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Allen Capital Group held 36,420 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $677K as of Q2 2026.
  • Allen Capital Group bought 3,389 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $63.2K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.06% of Allen Capital Group's portfolio in Q2 2026, its #177 holding.
  • Allen Capital Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.