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

Capital Investment 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 		$387K Buy
20,857
+548
+3% +$10.2K 0.01% 582
2026
Q1 		$379K Buy
20,309
+385
+2% +$7.24K 0.01% 546
2025
Q4 		$375K Buy
19,924
+850
+4% +$16K 0.01% 538
2025
Q3 		$359K Buy
19,074
+270
+1% +$5.07K 0.01% 541
2025
Q2 		$352K Sell
18,804
-815
-4% -$15.1K 0.01% 525
2025
Q1 		$364K Hold
19,619
– – 0.01% 496
2024
Q4 		$360K Buy
19,619
+4,031
+26% +$74.6K 0.01% 480
2024
Q3 		$293K Sell
15,588
-401
-3% -$7.46K 0.01% 517
2024
Q2 		$290K Sell
15,989
-2,370
-13% -$42.9K 0.01% 495
2024
Q1 		$336K Sell
18,359
-2,090
-10% -$38.3K 0.01% 460
2023
Q4 		$379K Buy
20,449
+1,154
+6% +$20.5K 0.01% 433
2023
Q3 		$338K Buy
19,295
+6,668
+53% +$119K 0.01% 427
2023
Q2 		$227K Buy
12,627
+2,127
+20% +$38.7K 0.01% 486
2023
Q1 		$192K Sell
10,500
-327
-3% -$5.91K 0.01% 529
2022
Q4 		$192K Sell
10,827
-151
-1% -$2.66K 0.01% 537
2022
Q3 		$190K Sell
10,978
-3,191
-23% -$58.3K 0.01% 504
2022
Q2 		$257K Sell
14,169
-5,057
-26% -$93.6K 0.01% 470
2022
Q1 		$374K Sell
19,226
-594
-3% -$11.9K 0.01% 413
2021
Q4 		$415K Buy
19,820
+377
+2% +$7.91K 0.01% 407
2021
Q3 		$410K Buy
19,443
+2,775
+17% +$59.3K 0.01% 394
2021
Q2 		$355K Buy
+16,668
New +$350K 0.01% 420

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 Investment Advisors's BSCT Position: Q2 2026 in Review

Capital Investment Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 2.7% in Q2 2026, buying an estimated $10.2K and bringing the position to 20,857 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #582.

Capital Investment Advisors first reported a position in BSCT in Q2 2021 and has held it in 21 quarters since. The position peaked at $415K in Q4 2021. 352 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Capital Investment Advisors held 20,857 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $387K as of Q2 2026.
  • Capital Investment Advisors bought 548 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $10.2K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #582 holding.
  • Capital Investment Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Capital Investment Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $415K in Q4 2021.
  • 352 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.