Axis Wealth Partners’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Axis Wealth Partners’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	$535K	Buy	28,810 +1,134	+4%	+$21.1K	0.26%	99
2026 Q1	$516K	Sell	27,676 -95	-0.3%	-$1.79K	0.27%	99
2025 Q4	$523K	Buy	27,771 +12,024	+76%	+$227K	0.29%	94
2025 Q3	$296K	Buy	+15,747	New	+$295K	0.17%	123

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

Axis Wealth Partners's BSCT Position: Q2 2026 in Review

Axis Wealth Partners increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 4.1% in Q2 2026, buying an estimated $21.1K and bringing the position to 28,810 shares worth $535K. The position accounts for 0.26% of the portfolio, ranked #99.

Axis Wealth Partners first reported a position in BSCT in Q3 2025 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Axis Wealth Partners held 28,810 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $535K as of Q2 2026.
Axis Wealth Partners bought 1,134 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $21.1K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.26% of Axis Wealth Partners's portfolio in Q2 2026, its #99 holding.
Axis Wealth Partners first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.