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

Arkadios Wealth 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	$191K	Buy	+10,302	New	+$192K	﹤0.01%	1644
2025 Q4	–	Sell	-12,512	Closed	-$235K	–	1580
2025 Q3	$235K	Sell	12,512 -22,261	-64%	-$418K	0.01%	1277
2025 Q2	$650K	Sell	34,773 -443	-1%	-$8.21K	0.02%	749
2025 Q1	$653K	Buy	35,216 +11,277	+47%	+$208K	0.02%	610
2024 Q4	$439K	Buy	+23,939	New	+$443K	0.02%	595
2021 Q3	–	Sell	-259	Closed	-$5K	–	1879
2021 Q2	$5K	Sell	259 -94	-27%	-$1.97K	﹤0.01%	1714
2021 Q1	$7K	Buy	+353	New	+$7.49K	﹤0.01%	1274

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

Arkadios Wealth Advisors's BSCT Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q2 2026: 10,302 shares worth $191K. The stake represents ﹤0.01% of the portfolio and ranks #1644 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in BSCT as recently as Q3 2025.

Arkadios Wealth Advisors first reported a position in BSCT in Q1 2021 and has held it in 7 quarters since. The position peaked at $653K in Q1 2025. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Arkadios Wealth Advisors held 10,302 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $191K as of Q2 2026.
Invesco BulletShares 2029 Corporate Bond ETF was a new Arkadios Wealth Advisors position in Q2 2026.
Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1644 holding.
Arkadios Wealth Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2021 and has held it in 7 quarters since.
Arkadios Wealth Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $653K in Q1 2025.
351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.