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

Cerity 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	$557K	Sell	30,000 -1,165	-4%	-$21.7K	﹤0.01%	2359
2026 Q1	$582K	Hold	31,165	–	–	﹤0.01%	2188
2025 Q4	$587K	Sell	31,165 -1,740	-5%	-$32.8K	﹤0.01%	2003
2025 Q3	$619K	Buy	+32,905	New	+$617K	﹤0.01%	1851
2024 Q3	–	Sell	-31,923	Closed	-$580K	–	2546
2024 Q2	$580K	Buy	+31,923	New	+$578K	﹤0.01%	1475

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

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Cerity Partners's BSCT Position: Q2 2026 in Review

Cerity Partners reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 3.7% in Q2 2026, selling an estimated $21.7K and leaving 30,000 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

Cerity Partners first reported a position in BSCT in Q2 2024 and has held it in 5 quarters since. The position peaked at $619K in Q3 2025. 340 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Cerity Partners held 30,000 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $557K as of Q2 2026.
Cerity Partners sold 1,165 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $21.7K.
Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2359 holding.
Cerity Partners first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 5 quarters since.
Cerity Partners's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $619K in Q3 2025.
340 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.