Carmel Capital Partners’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Carmel Capital Partners’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	$6.54M	Buy	352,309 +1,104	+0.3%	+$20.6K	2.16%	9
2026 Q1	$6.55M	Buy	351,205 +23,754	+7%	+$447K	2.37%	7
2025 Q4	$6.17M	Buy	327,451 +84,490	+35%	+$1.59M	2.17%	9
2025 Q3	$4.57M	Sell	242,961 -73,634	-23%	-$1.38M	1.93%	10
2025 Q2	$5.92M	Buy	316,595 +23,134	+8%	+$429K	2.08%	8
2025 Q1	$5.44M	Buy	+293,461	New	+$5.4M	2.14%	10

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

Carmel Capital Partners's BSCT Position: Q2 2026 in Review

Carmel Capital Partners increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.31% in Q2 2026, buying an estimated $20.6K and bringing the position to 352,309 shares worth $6.54M. The position accounts for 2.16% of the portfolio, ranked #9.

Carmel Capital Partners first reported a position in BSCT in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.55M in Q1 2026. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Carmel Capital Partners held 352,309 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $6.54M as of Q2 2026.
Carmel Capital Partners bought 1,104 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $20.6K.
Invesco BulletShares 2029 Corporate Bond ETF made up 2.16% of Carmel Capital Partners's portfolio in Q2 2026, its #9 holding.
Carmel Capital Partners first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Carmel Capital Partners's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $6.55M in Q1 2026.
351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.