Caldwell Trust’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Caldwell Trust’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	$1.17K	Buy	+63	New	+$1.17K	﹤0.01%	782

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

Caldwell Trust's BSCT Position: Q2 2026 in Review

Caldwell Trust opened a new position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q2 2026: 63 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #782 among its holdings.

350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Caldwell Trust held 63 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.17K as of Q2 2026.
Invesco BulletShares 2029 Corporate Bond ETF was a new Caldwell Trust position in Q2 2026.
Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #782 holding.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.