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Capital Analysts LLC’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Capital Analysts LLC’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 		$895K Sell
48,174
-767
-2% -$14.3K 0.02% 385
2026
Q1 		$913K Sell
48,941
-843
-2% -$15.9K 0.02% 346
2025
Q4 		$938K Buy
49,784
+2,686
+6% +$50.6K 0.03% 323
2025
Q3 		$886K Buy
47,098
+1,069
+2% +$20.1K 0.03% 330
2025
Q2 		$861K Buy
46,029
+1,121
+2% +$20.8K 0.03% 306
2025
Q1 		$832K Buy
44,908
+3,825
+9% +$70.4K 0.03% 286
2024
Q4 		$753K Buy
41,083
+10,004
+32% +$185K 0.03% 281
2024
Q3 		$585K Buy
31,079
+8,377
+37% +$156K 0.02% 301
2024
Q2 		$412K Buy
22,702
+8,770
+63% +$159K 0.02% 354
2024
Q1 		$255K Sell
13,932
-238
-2% -$4.36K 0.01% 401
2023
Q4 		$263K Buy
+14,170
New +$252K 0.01% 387
2023
Q3 		– Sell
-2,063
Closed -$37K – 1170
2023
Q2 		$37K Hold
2,063
– – ﹤0.01% 635
2023
Q1 		$38K Hold
2,063
– – ﹤0.01% 632
2022
Q4 		$37K Buy
+2,063
New +$36.4K ﹤0.01% 667

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Analysts LLC's BSCT Position: Q2 2026 in Review

Capital Analysts LLC reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1.6% in Q2 2026, selling an estimated $14.3K and leaving 48,174 shares worth $895K. The position accounts for 0.02% of the portfolio, ranked #385.

Capital Analysts LLC first reported a position in BSCT in Q4 2022 and has held it in 14 quarters since. The position peaked at $938K in Q4 2025. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Capital Analysts LLC held 48,174 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $895K as of Q2 2026.
  • Capital Analysts LLC sold 767 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $14.3K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #385 holding.
  • Capital Analysts LLC first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Capital Analysts LLC's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $938K in Q4 2025.
  • 351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.