Beacon Pointe Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Beacon Pointe 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	$5.97M	Buy	321,131 +87,922	+38%	+$1.64M	0.03%	469
2026 Q1	$4.35M	Buy	233,209 +104,474	+81%	+$1.96M	0.02%	506
2025 Q4	$2.42M	Buy	128,735 +112,713	+703%	+$2.12M	0.02%	548
2025 Q3	$301K	Buy	+16,022	New	+$301K	﹤0.01%	1180

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

Beacon Pointe Advisors's BSCT Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 38% in Q2 2026, buying an estimated $1.64M and bringing the position to 321,131 shares worth $5.97M. The position accounts for 0.03% of the portfolio, ranked #469.

Beacon Pointe Advisors first reported a position in BSCT in Q3 2025 and has held it in 4 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Beacon Pointe Advisors held 321,131 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $5.97M as of Q2 2026.
Beacon Pointe Advisors bought 87,922 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $1.64M.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #469 holding.
Beacon Pointe Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.