BCS Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

BCS Wealth 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	$5.73M	Buy	308,513 +24,480	+9%	+$456K	1.03%	24
2026 Q1	$5.3M	Sell	284,033 -262,559	-48%	-$4.94M	1.08%	22
2025 Q4	$10.3M	Buy	546,592 +295,928	+118%	+$5.58M	1.04%	23
2025 Q3	$4.71M	Sell	250,664 -14,466	-5%	-$271K	1.06%	24
2025 Q2	$4.96M	Buy	265,130 +24,616	+10%	+$456K	1.07%	23
2025 Q1	$4.46M	Buy	240,514 +5,015	+2%	+$92.4K	1.15%	23
2024 Q4	$4.32M	Buy	235,499 +57,338	+32%	+$1.06M	1.07%	24
2024 Q3	$3.35M	Buy	178,161 +61,351	+53%	+$1.14M	1.43%	20
2024 Q2	$2.12M	Buy	116,810 +42,934	+58%	+$778K	1.03%	25
2024 Q1	$1.35M	Buy	73,876 +35,714	+94%	+$654K	0.43%	54
2023 Q4	$708K	Buy	+38,162	New	+$679K	0.26%	90
2023 Q2	–	Sell	-10,045	Closed	-$184K	–	121
2023 Q1	$184K	Buy	+10,045	New	+$182K	0.08%	157

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

BCS Wealth Management's BSCT Position: Q2 2026 in Review

BCS Wealth Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 8.6% in Q2 2026, buying an estimated $456K and bringing the position to 308,513 shares worth $5.73M. The position accounts for 1.03% of the portfolio, ranked #24.

BCS Wealth Management first reported a position in BSCT in Q1 2023 and has held it in 12 quarters since. The position peaked at $10.3M in Q4 2025. 352 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

BCS Wealth Management held 308,513 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $5.73M as of Q2 2026.
BCS Wealth Management bought 24,480 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $456K.
Invesco BulletShares 2029 Corporate Bond ETF made up 1.03% of BCS Wealth Management's portfolio in Q2 2026, its #24 holding.
BCS Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2023 and has held it in 12 quarters since.
BCS Wealth Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $10.3M in Q4 2025.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.