Colonial Trust Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Colonial Trust 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	$8.08M	Buy	434,767 +23,028	+6%	+$429K	0.56%	53
2026 Q1	$7.68M	Buy	411,739 +37,629	+10%	+$708K	0.6%	57
2025 Q4	$7.05M	Buy	374,110 +58,587	+19%	+$1.1M	0.53%	57
2025 Q3	$5.93M	Buy	315,523 +50,474	+19%	+$947K	0.46%	61
2025 Q2	$4.96M	Buy	265,049 +21,468	+9%	+$398K	0.41%	63
2025 Q1	$4.51M	Buy	243,581 +11,771	+5%	+$217K	0.4%	68
2024 Q4	$4.25M	Buy	231,810 +25,240	+12%	+$467K	0.38%	68
2024 Q3	$3.89M	Buy	206,570 +37,997	+23%	+$707K	0.34%	73
2024 Q2	$3.06M	Buy	168,573 +136,348	+423%	+$2.47M	0.29%	76
2024 Q1	$590K	Buy	32,225 +13,325	+71%	+$244K	0.06%	124
2023 Q4	$351K	Buy	18,900 +17,450	+1,203%	+$311K	0.04%	148
2023 Q3	$25.4K	Buy	1,450 +750	+107%	+$13.4K	﹤0.01%	395
2023 Q2	$12.6K	Buy	+700	New	+$12.7K	﹤0.01%	496

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

Colonial Trust Advisors's BSCT Position: Q2 2026 in Review

Colonial Trust Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 5.6% in Q2 2026, buying an estimated $429K and bringing the position to 434,767 shares worth $8.08M. The position accounts for 0.56% of the portfolio, ranked #53.

Colonial Trust Advisors first reported a position in BSCT in Q2 2023 and has held it in 13 quarters since. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Colonial Trust Advisors held 434,767 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $8.08M as of Q2 2026.
Colonial Trust Advisors bought 23,028 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $429K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.56% of Colonial Trust Advisors's portfolio in Q2 2026, its #53 holding.
Colonial Trust Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.