Cordatus Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Cordatus Wealth Management’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	$962K	Buy	51,798 +1,873	+4%	+$34.9K	0.21%	85
2026 Q1	$932K	Buy	49,925 +6,181	+14%	+$116K	0.22%	83
2025 Q4	$824K	Buy	43,744 +6,153	+16%	+$116K	0.19%	84
2025 Q3	$707K	Buy	37,591 +10,142	+37%	+$190K	0.17%	96
2025 Q2	$513K	Buy	27,449 +3,540	+15%	+$65.6K	0.13%	117
2025 Q1	$443K	Buy	23,909 +9,210	+63%	+$170K	0.12%	112
2024 Q4	$270K	Buy	+14,699	New	+$272K	0.07%	133

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

Cordatus Wealth Management's BSCT Position: Q2 2026 in Review

Cordatus Wealth Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 3.8% in Q2 2026, buying an estimated $34.9K and bringing the position to 51,798 shares worth $962K. The position accounts for 0.21% of the portfolio, ranked #85.

Cordatus Wealth Management first reported a position in BSCT in Q4 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Cordatus Wealth Management held 51,798 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $962K as of Q2 2026.
Cordatus Wealth Management bought 1,873 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $34.9K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.21% of Cordatus Wealth Management's portfolio in Q2 2026, its #85 holding.
Cordatus Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.