Bitterroot Capital Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Bitterroot Capital 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	$198K	Sell	10,679 -9,515	-47%	-$177K	0.12%	29
2026 Q1	$377K	Buy	20,194 +115	+0.6%	+$2.16K	0.23%	24
2025 Q4	$378K	Buy	+20,079	New	+$378K	0.26%	24

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

Bitterroot Capital Advisors's BSCT Position: Q2 2026 in Review

Bitterroot Capital Advisors reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 47% in Q2 2026, selling an estimated $177K and leaving 10,679 shares worth $198K. The position accounts for 0.12% of the portfolio, ranked #29.

Bitterroot Capital Advisors first reported a position in BSCT in Q4 2025 and has held it in 3 quarters since. The position peaked at $378K in Q4 2025. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Bitterroot Capital Advisors held 10,679 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $198K as of Q2 2026.
Bitterroot Capital Advisors sold 9,515 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $177K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.12% of Bitterroot Capital Advisors's portfolio in Q2 2026, its #29 holding.
Bitterroot Capital Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Bitterroot Capital Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $378K in Q4 2025.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Bitterroot Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.