Brown Financial Advisory’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Brown Financial Advisory’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 Q3	$414K	Hold	22,730	–	–	0.17%	33
2026 Q2	$422K	Hold	22,730	–	–	0.18%	33
2026 Q1	$424K	Hold	22,730	–	–	0.21%	31
2025 Q4	$428K	Hold	22,730	–	–	0.22%	35
2025 Q3	$428K	Hold	22,730	–	–	0.22%	34
2025 Q2	$425K	Buy	22,730 +6,534	+40%	+$121K	0.23%	33
2025 Q1	$300K	Buy	+16,196	New	+$298K	0.19%	38
2024 Q4	–	Sell	-14,683	Closed	-$276K	–	37
2024 Q3	$276K	Buy	+14,683	New	+$273K	0.2%	30

Other funds holding BSCT

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Brown Financial Advisory's BSCT Position: Q3 2026 in Review

Brown Financial Advisory held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q3 2026 at 22,730 shares worth $414K. The position accounts for 0.17% of the portfolio, ranked #33.

Brown Financial Advisory first reported a position in BSCT in Q3 2024 and has held it in 8 quarters since. The position peaked at $428K in Q4 2025. 323 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

Brown Financial Advisory held 22,730 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $414K as of Q3 2026.
Brown Financial Advisory left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.17% of Brown Financial Advisory's portfolio in Q3 2026, its #33 holding.
Brown Financial Advisory first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Brown Financial Advisory's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $428K in Q4 2025.
323 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Brown Financial Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.