Atria Investments’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Atria Investments’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	$3.05M	Sell	164,216 -55,332	-25%	-$1.03M	0.03%	558
2026 Q1	$4.1M	Buy	219,548 +4,967	+2%	+$93.4K	0.05%	435
2025 Q4	$4.04M	Buy	214,581 +28,147	+15%	+$530K	0.05%	451
2025 Q3	$3.51M	Buy	186,434 +9,403	+5%	+$176K	0.04%	510
2025 Q2	$3.31M	Buy	177,031 +5,845	+3%	+$108K	0.04%	535
2025 Q1	$3.17M	Buy	171,186 +57,830	+51%	+$1.07M	0.04%	523
2024 Q4	$2.08M	Buy	113,356 +48,753	+75%	+$902K	0.03%	667
2024 Q3	$1.22M	Buy	64,603 +15,090	+30%	+$281K	0.02%	879
2024 Q2	$899K	Buy	+49,513	New	+$897K	0.01%	992

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

Atria Investments's BSCT Position: Q2 2026 in Review

Atria Investments reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 25% in Q2 2026, selling an estimated $1.03M and leaving 164,216 shares worth $3.05M. The position accounts for 0.03% of the portfolio, ranked #558.

Atria Investments first reported a position in BSCT in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.1M in Q1 2026. 352 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Atria Investments held 164,216 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $3.05M as of Q2 2026.
Atria Investments sold 55,332 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $1.03M.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #558 holding.
Atria Investments first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Atria Investments's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $4.1M in Q1 2026.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.