CT
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Clearstead Trust’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Clearstead Trust’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 		$210K Sell
11,312
-402
-3% -$7.49K 0.03% 185
2026
Q1 		$219K Sell
11,714
-482
-4% -$9.06K 0.04% 171
2025
Q4 		$230K Buy
+12,196
New +$230K 0.04% 175

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

Clearstead Trust's BSCT Position: Q2 2026 in Review

Clearstead Trust reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 3.4% in Q2 2026, selling an estimated $7.49K and leaving 11,312 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #185.

Clearstead Trust first reported a position in BSCT in Q4 2025 and has held it in 3 quarters since. The position peaked at $230K in Q4 2025. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Clearstead Trust held 11,312 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $210K as of Q2 2026.
  • Clearstead Trust sold 402 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $7.49K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.03% of Clearstead Trust's portfolio in Q2 2026, its #185 holding.
  • Clearstead Trust first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Trust's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $230K in Q4 2025.
  • 350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.