ArborFi Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

ArborFi Advisors’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	$1.55M	Buy	83,425 +4,022	+5%	+$74.9K	1.12%	21
2026 Q1	$1.48M	Buy	79,403 +2,662	+3%	+$50.1K	1.21%	18
2025 Q4	$1.45M	Sell	76,741 -2,523	-3%	-$47.5K	1.17%	19
2025 Q3	$1.49M	Buy	79,264 +4,805	+6%	+$90.1K	1.21%	20
2025 Q2	$1.39M	Buy	74,459 +1,397	+2%	+$25.9K	1.23%	20
2025 Q1	$1.35M	Buy	73,062 +1,824	+3%	+$33.6K	1.34%	19
2024 Q4	$1.31M	Buy	+71,238	New	+$1.32M	1.31%	19

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

ArborFi Advisors's BSCT Position: Q2 2026 in Review

ArborFi Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 5.1% in Q2 2026, buying an estimated $74.9K and bringing the position to 83,425 shares worth $1.55M. The position accounts for 1.12% of the portfolio, ranked #21.

ArborFi Advisors first reported a position in BSCT in Q4 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

ArborFi Advisors held 83,425 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.55M as of Q2 2026.
ArborFi Advisors bought 4,022 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $74.9K.
Invesco BulletShares 2029 Corporate Bond ETF made up 1.12% of ArborFi Advisors's portfolio in Q2 2026, its #21 holding.
ArborFi Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on ArborFi Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.