Aspen Investment Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Aspen 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	$2.84M	Buy	152,737 +1,507	+1%	+$28.1K	0.76%	34
2026 Q1	$2.82M	Buy	151,230 +575	+0.4%	+$10.8K	0.86%	28
2025 Q4	$2.84M	Hold	150,655	–	–	0.86%	27
2025 Q3	$2.83M	Buy	150,655 +1,485	+1%	+$27.9K	1.1%	20
2025 Q2	$2.79M	Buy	+149,170	New	+$2.76M	1.17%	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

Aspen Investment Management's BSCT Position: Q2 2026 in Review

Aspen Investment Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1% in Q2 2026, buying an estimated $28.1K and bringing the position to 152,737 shares worth $2.84M. The position accounts for 0.76% of the portfolio, ranked #34.

Aspen Investment Management first reported a position in BSCT in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.84M in Q4 2025. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Aspen Investment Management held 152,737 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $2.84M as of Q2 2026.
Aspen Investment Management bought 1,507 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $28.1K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.76% of Aspen Investment Management's portfolio in Q2 2026, its #34 holding.
Aspen Investment Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Aspen Investment Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $2.84M in Q4 2025.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.