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CRA Financial Services’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

CRA Financial Services’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 		$2.29M Buy
123,346
+1,908
+2% +$35.6K 0.26% 77
2026
Q1 		$2.27M Buy
121,438
+46,215
+61% +$869K 0.29% 72
2025
Q4 		$1.42M Buy
75,223
+6,400
+9% +$121K 0.19% 96
2025
Q3 		$1.29M Buy
68,823
+6,940
+11% +$130K 0.18% 102
2025
Q2 		$1.16M Buy
61,883
+2,000
+3% +$37.1K 0.18% 102
2025
Q1 		$1.11M Buy
59,883
+7,135
+14% +$131K 0.19% 100
2024
Q4 		$967K Buy
52,748
+35,965
+214% +$665K 0.17% 109
2024
Q3 		$316K Buy
16,783
+4,275
+34% +$79.5K 0.06% 192
2024
Q2 		$227K Buy
+12,508
New +$227K 0.05% 230

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

CRA Financial Services's BSCT Position: Q2 2026 in Review

CRA Financial Services increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1.6% in Q2 2026, buying an estimated $35.6K and bringing the position to 123,346 shares worth $2.29M. The position accounts for 0.26% of the portfolio, ranked #77.

CRA Financial Services first reported a position in BSCT in Q2 2024 and has held it in 9 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • CRA Financial Services held 123,346 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $2.29M as of Q2 2026.
  • CRA Financial Services bought 1,908 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $35.6K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.26% of CRA Financial Services's portfolio in Q2 2026, its #77 holding.
  • CRA Financial Services first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.