Carroll Advisory Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Carroll Advisory Group’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	$6.96M	Buy	374,457 +69,185	+23%	+$1.29M	2.28%	12
2026 Q1	$5.7M	Buy	305,272 +105,384	+53%	+$1.98M	2.21%	13
2025 Q4	$3.76M	Buy	+199,888	New	+$3.77M	1.63%	15

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

Carroll Advisory Group's BSCT Position: Q2 2026 in Review

Carroll Advisory Group increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 23% in Q2 2026, buying an estimated $1.29M and bringing the position to 374,457 shares worth $6.96M. The position accounts for 2.28% of the portfolio, ranked #12.

Carroll Advisory Group first reported a position in BSCT in Q4 2025 and has held it in 3 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Carroll Advisory Group held 374,457 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $6.96M as of Q2 2026.
Carroll Advisory Group bought 69,185 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $1.29M.
Invesco BulletShares 2029 Corporate Bond ETF made up 2.28% of Carroll Advisory Group's portfolio in Q2 2026, its #12 holding.
Carroll Advisory Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.