American Institute for Advanced Investment Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

American Institute for Advanced Investment 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	$792K	Buy	42,650 +6,260	+17%	+$117K	0.46%	67
2026 Q1	$679K	Buy	36,390 +6,405	+21%	+$120K	0.44%	72
2025 Q4	$565K	Buy	29,985 +4,995	+20%	+$94.1K	0.36%	73
2025 Q3	$470K	Buy	24,990 +4,145	+20%	+$77.8K	0.31%	86
2025 Q2	$390K	Hold	20,845	–	–	0.28%	92
2025 Q1	$386K	Buy	20,845 +10,195	+96%	+$188K	0.29%	88
2024 Q4	$195K	Buy	+10,650	New	+$197K	0.15%	129

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

American Institute for Advanced Investment Management's BSCT Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 17% in Q2 2026, buying an estimated $117K and bringing the position to 42,650 shares worth $792K. The position accounts for 0.46% of the portfolio, ranked #67.

American Institute for Advanced Investment Management first reported a position in BSCT in Q4 2024 and has held it in 7 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

American Institute for Advanced Investment Management held 42,650 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $792K as of Q2 2026.
American Institute for Advanced Investment Management bought 6,260 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $117K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.46% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #67 holding.
American Institute for Advanced Investment Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.